CoverProfile

David Lutz

Senior Wealth Advisor

Straight Path Wealth

United States, Michigan, Jenison

About Me

I joined Straight Path Wealth Management in 2021 as a Senior Wealth Advisor. I recently concluded a 33-year career at a local office furniture company, where I held various financial positions supporting product development, new business ventures, and dealer distribution. My most recent role involved leading their acquisition and alliance activities. Over the years, I've also worked with a variety of manufacturing companies across industries like pulp and paper, heating and cooling equipment, and technology equipment. I hold a Bachelor of Science in Chemistry and a Master of Business Administration, both from Western Michigan University, and I am currently in pursuit of my Certified Finan

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Profile Information

Senior Wealth Advisor

Straight Path Wealth

Investment Team

Investor

RIA/Wealth Manager/Asset Manager

Jenison

Michigan

United States

Sep 29, 2024

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