CLIENT PORTFOLIO CONSULTING AND SERVICING

David Puopolo, CFP®, Managing Director

David Puopolo is the Managing Director of Client Portfolio, Relationship Management and Client Service at Charles Schwab Investment Advisory, Inc. (“CSIA”), leading the Client Portfolio and Relationship Management teams, as well as the Client Service team for both the Windhaven and ThomasPartners Strategies.

David has over 25 years of financial services industry experience.   Over the past 20 years David has been dedicated to leading and growing the greater Boston area Charles Schwab branch footprint and client base.  He has opened several new branch offices bringing the Schwab brand to new local communities.  David is passionate about financial planning and has been integral part of rolling out Schwab’s client focused approach to financial planning.  As a branch manager, David led his teams through significant industry change in helping to create and deliver on today’s compelling Charles Schwab wealth management offering while always keeping the focus on the evolving needs of the Schwab client. 

David received a B.S. from Babson College, and an M.B.A from Boston University. Additionally, David is a Certified Financial Planner (CFP®).

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