About Dave Schleis

David W. Schleis, EA, AIF®

President


–  Accountant/Investment Advisor Representative  –


David Schleis is the founder of DS Financial Advisors, Inc., a small business tax & accounting firm & DS Wealth Advisors, Inc. an investment advisory firm located in Pittsburgh, Pennsylvania. His firms specialize in individual & small business tax & investment planning with an emphasis on small business tax strategies. As an unconventional Accountant & Enrolled Agent, his tax business focuses on Tax Preparation and Coaching. As an Investment Advisor Representative, he works with clients to properly diversify their assets based upon their specific savings and income needs.

Educational Background

Bachelor of Science, Accounting – The Pennsylvania State University – 1986

Licensed Insurance Agent for Health, Life & Property & Casualty

Enrolled Agent with the IRS

Accredited Investment Fiduciary

Currently working toward a Masters Degree in Financial Planning

EA-Enrolled Agent 

Prerequisite is passing a background check, passing a special exam or being a former, experienced IRS employee. CE is 72 hours of continuing education credits over a three-year enrollment period, with a minimum of 16 hours each year, and six hours of ethics training over a three-year enrollment period.

What is an Enrolled Agent?

https://www.irs.gov/tax-professionals/enrolled-agents/enrolled-agent-information

Registered Investment Advisor 

Who is DS Wealth Advisors, Inc.?

http://www.adviserinfo.sec.gov/

AIF® – Accredited Investment Fiduciary® 

The AIF designation, awarded by the Center for Fiduciary Studies, an fi360 company, demonstrates the focus on all the components of a comprehensive investment process, related fiduciary standards of care, and commitment to excellence.

AIF designees must complete 6 steps to earn the designation: 1. submit registration and fee; 2. successfully complete a specialized program on investment fiduciary standards of care; 3. pass a comprehensive examination; 4. upon passing, submit the accreditation application and fee; 5. complete annual continuing educational requirements; 6. pledge to abide by the designation’s code of ethics

What is the AIF®?

http://www.fi360.com/products-services/designations-overview/aif-designation