DAVID M. ENGEL, CFP®

First Vice President – Investment Officer

 

David Engel is the CERTIFIED FINANCIAL PLANNER® professional for The Logan Square Group of Wells Fargo Advisors. His primary responsibility is the management of client Envision®1plans. David also creates and customizes the group’s financial plans through Naviplan and oversees insurance2 and legacy planning for the group’s clients.

David has a Bachelor of Arts in Classics and Philosophy from Colgate University, where he graduated Phi Beta Kappa, and a Master of Arts in Ancient Greek and PhD in Ancient Philosophy from the University of California, Berkeley.

David lives in West Philadelphia with his wife, an internist and director of Women’s Health at the Philadelphia Veterans Administration Hospital, and their daughters. David’s interests outside of work include the literature of ancient Greece and Rome, gourmet food, New World wines, obscure rock music and long distance solo bicycle touring.

215.496.7657
david.engel@wfadvisors.com
www.linkedin.com/in/davidengel3

1Envision® is a registered service mark of Wells Fargo & Company and used under License.
2Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies