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David Bodner ChFC, CLU  Financial Planner

Since 1998, David Bodner has committed himself to educating his clients and strengthening their financial situation. Though he specializes in personal and business retirement plans, David’s expertise extends across a wide spectrum of financial services. Above all, he empowers his clients to take charge of their financial lives and build confidence in the future. His business is enhanced by his assistant and paraplanner Joan Mitchell.

A University of Dayton graduate along with a Master of International Business degree from the University of South Carolina, David is a Chartered Financial Consultant (ChFC) and a Certified Life Underwriter (CLU). A past President of the Rotary Club of Maumee, David is currently a board member of the Maumee Rotary Service Foundation. He is also a board member of the Chinese Association of Greater Toledo.

An active member of the Sylvania Chamber of Commerce, David was awarded the Toledo Twenty under Forty award for his many leadership accomplishments.

He speaks French and studied in La Rochelle France as an undergraduate and worked in Paris France for eight months as an internal auditor.

In his free time, he enjoys competing in triathlons and is a member of Team Toledo Triathlon club. He is a US Masters Swimmer and a long-time member of Toledo Road Runners club. David gives back to the community as a volunteer reader for Read for Literacy and enjoys traveling with his wife Beth.


Check the background of this investment professional on FINRA's BrokerCheck.

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David Bodner ChFC, CLU, Financial Planner

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