Dave Lutz, Jr
Dave is a 1999 graduate of the University of Pittsburgh. He graduated with a Bachelor of Science in Mathematics and Business Administration. He has worked in the financial service industry since 1999 and joined Celtic Financial Services, LLC in 2012. He currently holds his Certified Financial Planner (tm) certificate, FINRA Series 7 (General Securities Representative), Series 63 (Uniform Securities Agent State Law), Series 65 (Uniform Investment Advisor), and Pennsylvania Life, Accident, Health, Fixed Annuities, Variable Life and Variable Annuities licenses. His mission is to “create a life-long relationship to assist clients in meeting their financial and life goals through superior customer service, education, and preparation for life’s expected and unexpected challenges”. While Dave does not have any formal Irish lineage he does enjoy an occasional pint of Guinness.