REDW LLC, one of the Southwestâ€™s 10 largest certified public accounting and business consulting firms, is pleased to announce that David A. Cechanowicz, JD, MSFS, AIFÂ® has joined its SEC-registered subsidiary REDW Stanley Financial Advisors, LLC (REDW Stanley) as a Senior Financial Planner.
David brings 40 years of experience providing advice and counsel to medium and high net worth clients in the areas of estate, business, retirement and investment planningâ€”particularly on complex issues where the law, taxes, and financial matters intersect. A recognized national speaker and expert on retirement planning and claiming Social Security benefits, he is skilled at communicating complex ideas that empower clients to understand and implement his planning recommendations â€“ a quality that is highly valued by the REDW Stanley team and its clients.
â€œWe place a lot of importance on educating our clients, which is why weâ€™re especially pleased to have someone with Davidâ€™s experience and ability to communicate,â€ said Ginny Stanley, Principal and head of REDW Stanley, the Wealth Management arm of REDW. â€œNot only has he regularly delivered continuing education classes to CPAs, attorneys and financial advisors,â€ she noted, â€œbut he also created financial and estate planning presentation materials that have been used industry wide.â€
David holds a Juris Doctor from the University of New Mexico School of Law and a Master of Science in Financial Services from The American College in Bryn Mawr, Pennsylvania. He is currently a member in good standing with the New Mexico Bar Association and the New Mexico Estate Planning Council.