David A. Lachowski, CRPS, ChFC - UBS Financial Services Inc.
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David A. Lachowski, CRPS, ChFC, is a Vice President of Wealth Management and Senior Retirement Plan Consultant at UBS Financial Services Inc. in Lake Oswego, OR. With over 15 years of experience in the software and high-tech industries, he offers a keen perspective on the challenges faced by business owners, entrepreneurs, and executives, leveraging a disciplined wealth management process tailored to each client's needs.
His approach emphasizes clear communication and education for clients regarding their qualified retirement plans. David holds a Bachelor of Science in Economics from Oregon State University and is committed to helping clients define their priorities and pursue their financial goals through a structured planning process that encompasses liquidity, longevity, and legacy strategies.
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