DAVID B. LOEPER, CIMA^®, CIMC^®
 

David B. Loeper is a Certified Investment Management Analyst®, a Certified Investment Management Consultant® and the CEO of Financeware, Inc. An SEC Registered Investment Adviser with more than 23 years experience, Loeper has appeared on CNBC and has been a featured contributor on Yahoo Financevision and Bloomberg TV. 
 
Born in Milwaukee, Wis., 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 their 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 over five years, most recently as chairman. He also served as a founding member of the Asset Consulting Roundtable, an independent group comprised of the heads of investment consulting groups from numerous brokerage firms. Loeper has also served 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 the finance industry, Loeper’s new book, Stop the 401(k) Rip-off! Eliminate Costly Hidden Fees to Improve Your Life (Bridgeway Books, October 2007, 978-1-934454-07-7, $15.95), reveals how hidden fees and expenses in 401(k) plans are potentially costing American workers billions annually. Loeper details how workers can discover hidden 401(k) fees, how to get their employers to correct the excess expenses and also how to use the expense reduction to make the most of their financial futures. With his five simple steps, Loeper says it is possible to add more than $100,000 to your retirement nest egg.

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