Dave Mortach and his family have devoted a significant portion of their lives giving to those in need. As an expert retirement planning expert, Dave’s professional and personal goals are one and the same – to help people.
Whether Dave and his family are volunteering their time, money, or resources for collection drives for Coats for Kids or assisting veterans through the Travis Mills Foundation, their authentic compassion shows. For Dave, helping others extends beyond his strong sense of empathy. He also understands the importance of honoring the legacy of his firefighter father and teaching his children how to be positive role models for future generations. Through his company, Mortach Financial, Dave has generated millions of dollars through gift matching donations.
Dave Mortach is an expert in his field and has made appearances on New Day Cleveland, the Fox Noon News Hour, and WKYC Live on Lakeside. He also hosts his own Retirement Wealth Planning radio program on WTAM, which has become a vital source of information for his listeners over 16 years.
Dave is frequently consulted based on his innate knowledge and experience in the industry. One of his proudest achievements was being able to secure his clients’ money during one of the most tumultuous decades in stock market history, throughout an extensive bear market period.
He was one of 25 leading financial experts from around the country who were invited to a roundtable discussion with Nobel Prize winner and professor Robert Shiller. During this session, attendees explored Athene’s BalancedChoice® Annuity (BCA) and weighed the pros and cons of its possible protection against adverse market risks. One of the niches that Dave specializes in is helping his clients reap the rewards of stock market increases while simultaneously protecting them from the lows that inevitably happen. To succeed in both these extremes, Dave uses his statistical prowess, analytical experience, and clients’ personal long-term retirement goals when designing a customized retirement plan.
In his off-hours, Dave values his family time more than anything else. Whenever possible, Dave and his children can be found excitedly watching hockey games on television or playing golf. Dave and his family also love to travel and explore new cultures and cuisines whenever possible.