David Moler joined BluePoint as a Financial Advisor. David’s responsibilities include managing BluePoint’s asset management and financial planning divisions while working closely with clients and their portfolios. David holds a bachelor’s degree in Psychology from Stevenson University and a Master’s degree in Financial Economics from Ohio University. David acquired his Certified Financial Planning (CFP®) designation in 2018. Prior to joining the BluePoint team, David worked at several large financial institutions. In his spare time, David enjoys traveling with his wife Krissy and visiting his family and friends.