About David Konze
An experienced financial planning professional, David R. Konze has cultivated a keen industry acumen and an ability to build strong client relationships. He most recently served as vice president and senior account executive for Portfolio Advisory Services with Fidelity Investments, where he developed comprehensive strategies for new and existing clients. Experienced in the integration of tax, retirement, and estate planning as well as investment and insurance products, David “Dave” Konze created a holistic portfolio development system to meet clients' individual needs.
David R. Konze initially joined the Fidelity Investments team in 2004 as an internal wholesaler, in which role he increased total mutual fund sales while growing the firm's territory of investment professionals. He went on to identify potential new clients as a financial planning consultant and later joined the Portfolio Advisory Services team as relationship officer. Successful in securing top-ranking numbers for sales and retention in 2008, Dave Konze earned the President's Circle Award in the same year. He accepted this honor again in 2012.Blog
October 12, 2016David R. Konze, CFP® (Certified Financial Planner™), has built a successful career over the past 15 years. Formerly working for companies such as Ameriprise and Fidelity Investments, David “Dave” Konze now uses his comprehensive knowledge to provide consulting services from his own company. As a...Serving as a financial consultant at his own company, David R. Konze is a Certified Financial Planner® (CFP®) with extensive experience in a wide range of financial plans. Committed to staying abreast of changes in the field, David “Dave” Konze belongs to the Financial Planning Association (FPA)....September 16, 2016Accomplished Certified Financial Planner (CFP), David Konze most recently served as vice president and senior account executive at Fidelity Investments. Possessing more than 15 years of comprehensive financial planning experience, David R. Konze is familiar with a broad range of financial...
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