David Sheinheit, CIMA - UBS Financial Services Inc.

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1010 S Federal Hwy Ste 2601
Hallandale, FL 33009

David Sheinheit, CIMA, is a Vice President of Wealth Management at UBS Financial Services Inc., based in Hallandale Beach, Florida. With over 30 years of experience, Sheinheit specializes in asset allocation, total portfolio management, and retirement income planning while also offering guidance in education funding and charitable giving structures.

Holding a bachelor's degree in Psychology from Florida International University and a Certified Investment Management Analyst (CIMA) designation from the Wharton School of Business, Sheinheit emphasizes the importance of legacy planning. His approach, known as UBS Wealth Way, focuses on the key dimensions of liquidity, longevity, and legacy to help clients organize their financial lives and achieve their wealth management goals.

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