David Eisenhauer and Team Launch Greykasell Wealth Strategies, Inc.
DANVILLE, Calif., Feb. 16, 2024 /PRNewswire/ -- David Eisenhauer, CFP®, CPA, CLU and his team announced the launch of Greykasell Wealth Strategies, Inc. ("Greykasell"), an independent registered investment advisor ("RIA") with the SEC serving the intricate financial needs of high-net-worth individuals, families and business owners. The newly-formed RIA is a multi-custodial firm that utilizes Fidelity as its largest custodian. Working with Fidelity Investments gives Greykasell access to a wide range of products and services that can help them serve the needs of their clients.
- DANVILLE, Calif., Feb. 16, 2024 /PRNewswire/ -- David Eisenhauer, CFP®, CPA, CLU and his team announced the launch of Greykasell Wealth Strategies, Inc. ("Greykasell"), an independent registered investment advisor ("RIA") with the SEC serving the intricate financial needs of high-net-worth individuals, families and business owners.
- Mr. Eisenhauer, who will serve as the firm's Chief Wealth Strategist, has more than 14 years of investment experience.
- Joining Mr. Eisenhauer at Greykasell is his entire team, including Cynthia Alyssa Pammett (Director of Operations) and Michael Kimbrough (Director of Investments) and his wife, Teri Eisenhauer, who serves as Office Manager.
- "We are thrilled to launch Greykasell Wealth Strategies, a new independent RIA that will create more value for clients," said Mr. Eisenhauer.