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Investment Advisor


David Fluett


David Fluett began his career in the financial services industry in 1975. For the last thirty years, he has been providing financial planning and investment advice to individuals and to corporate retirement plans.


He holds the professional designations of Certified Public Accountant (CPA) and Accredited Investment Fiduciary (AIF).  He holds an undergraduate degree in finance from the University of Illinois and an MBA in finance from the University of Chicago Booth School.  Outside of work he enjoys travel, golf and ballroom dancing.


David and his wife Peggy, live in Naperville, Illinois and have one adult child.





Professional Designations

  • Certified Public Accountant

  • Accredited Investment Fiduciary



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