David J. Taddeo

David J. Taddeo

Tax & Investment Advisor, Enrolled Agent, Certified Estate Planner

David entered the finance industry as a professional, starting his own tax practice in 1974. In 1992, he merged his firm with that of his mother-in-law, Mary Olmstead, CFP®, to form Summit Financial Group. He is an Enrolled Agent with the Department of the Treasury, licensed to represent clients before the IRS. Dave has earned the designation of Certified Estate Planner (CEP®) from the National Institute of Certified Estate Planners.

A graduate of Emmaus Bible College with degrees in theology and estate planning, Dave is active in the community, serving as a member of the board of directors of the East County Transitional Living Center and a board member of PaceSetter Global Ministries. Over the past 30 years, he has served on the board of more than 15 charitable organizations. 

A licensed pilot who also enjoys golf, basketball and motorcycles, Dave has three children and five grandchildren.

 

Phone (619) 698.9760 Ext. 801
Fax (619) 698.9767