David E. Bremer
CPA, CFP®, PFS
Wealth Management PartnerDave has enjoyed a 40-year career with Boulay. His focus has been in the areas of wealth management, financial planning, taxation and management consulting. He is the Founding Partner of Boulay Financial Advisors, LLC and serves as a trusted advisor for many families and businesses. He provides wealth management and tax services to individuals and families, and he uses the WealthNAVTM Experience to help clients “get there” in their financial lives. Dave provides investment advice for clients as an Investment Advisor Representative, and he consults with clients regarding retirement planning, estate planning, charitable giving, education funding and portfolio management.
Involvement
- BFA Holdings Board Member
- Financial Planning Association
- Minnesota Society of Certified Public Accountants — Personal Financial Planning Committee Past Chair
- Personal Financial Planning Division of American Institute of Certified Public Accountants
- River Valley Church — Crosstown Campus
- Minnesota State Handball Association
Education
- Mankato State University — B.S. Accounting and Business Finance
- CERTIFIED FINANCIAL PLANNER™ Professional
- American Institute of Certified Public Accountants — Personal Financial Specialist
- Certified Public Accountant (CPA)
- Series 63 and 65 Registered
Personal Interests
- Spending time with family
- Handball
- Bicycling
- Golf
Certified Financial Planner Board of Standards Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design), and CFP® (with flame design) in the U.S., which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.