David Fuchs

David has nearly a decade of experience in the financial services industry and holds the CERTIFIED FINANCIAL PLANNER® certification. Prior to joining Carson Wealth, he held roles at leading institutions including BNY Mellon, Equitable, and ACM Wealth, where he developed a comprehensive foundation across all areas of financial planning.

David specializes in proactive tax strategy, retirement income and distribution planning, estate and beneficiary planning, and equity compensation strategies. He is particularly focused on helping you make thoughtful, tax-efficient decisions during life’s most important financial transitions. His approach combines technical precision with a long-term perspective to ensure every strategy aligns with your broader goals.

David takes pride in providing a high-touch, personalized experience built on trust, responsiveness, and genuine care. He wants you to feel comfortable asking questions, exploring options, and having open conversations about your goals. Just as importantly, he is a steady advocate, someone who always has your back and stands beside you through both opportunities and challenges. At the end of the day, his mission is to educate and empower you to use your wealth intentionally, so you can pursue lifelong goals, make thoughtful decisions, and keep more of what you earn.

A proud Penn State alum, David remains a loyal and strong supporter of the football program. He lives in Northern New Jersey with his wife, daughter, and puppy. Outside of the office, he enjoys fitness, golf, and making memories with his family and friends.

David is not registered with Cetera Wealth Services LLC. Any information provided by this individual is provided entirely on behalf of CWM, LLC and is no way related to Cetera or its registered representatives.