David B. Loeper is a Certified Investment Management Analyst®, a Certified Investment Management Consultant® and the CEO of Financeware, Inc. which does business as Wealthcare Capital Management. An SEC Registered Investment Adviser with nearly 25 years experience, Loeper has appeared on CNBC and has been a featured contributor on Yahoo Financevision and Bloomberg TV.

Born in Milwaukee, Wisconsin, Loeper began his career in finance as an investment representative with Century Companies of America in 1984. In 1986 he joined Richard Schilffarth & Associates as an investment consultant and also served as an officer of its broker/dealer, Investment Account Services Corp.

Loeper joined Wheat First Securities as vice president of investment consulting in 1988, where he served for 10 years. He was promoted to managing director of investment consulting, and then eventually to managing director of strategic planning for the retail brokerage division. He left his position at Wheat First Securities in 1999 and founded his current company, Financeware, Inc., which operates as Wealthcare Capital Management.

Active in industry associations throughout his career, Loeper has been a member of the Investment Management Consultants Association (IMCA) for nearly 20 years, serving on the advisory council for more than 5 years, most recently as chairman. Loeper was also appointed by the governor of Virginia to serve on the Investment Advisory Committee of the nearly $30 billion Virginia Retirement System. He received his CIMA® designation in 1990 by completing a program offered through Wharton Business School, in conjunction with IMCA.

Drawing on years of experience in financial services including serving as a fiduciary for all types of ERISA plans, Loeper has authored numerous whitepapers and the top selling book, Stop the Retirement Rip-off! published by Bridgeway Books. Loeper’s newest book, The Four Pillars of Retirement Plans: A Fiduciary Guide to Participant Directed Retirement Plans (John Wiley & Sons, June 2009, 978-0-470-44999-8, $29.95), serves as a guide to plan sponsors, advisors and other fiduciaries to prevent liability from what he forecasts will be a groundswell of new fiduciary liability suits based on the 2008 Supreme Court ruling of LaRue v. DeWolff. He is also the author of Stop the Retirement Rip-off and Stop the Investing Rip-off both published by John Wiley & Sons in spring of 2009.

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