Broker Check
David M. Kover, CFP®

David M. Kover, CFP®

Financial Advisor & Founding Partner

For over three decades, David M. Kover, CERTIFIED FINANCIAL PLANNERTM  professional, (CFP®), has been assisting business owners, executives, and retirees with comprehensive financial planning services, helping them reach their financial planning goals and objectives. As owner of Vertical Financial Group, he takes pride in serving as a “family CFO” to provide fiscal clarity and direction, coordinating all of the elements of financial planning, including insurance, taxes, estate planning, and investments, particularly as they relate to retirement planning.

To become a CFP®, Kover has completed a two-year intensive study program, passing five exams covering investments, taxes, insurance, retirement plans and estate planning. He also completes several annual continuing education courses to stay up to date with the most recent changes in the financial services industry and regulatory environment.

With an active involvement in his community, Kover has served as past president of the Financial Planning Association in Chicago as well as the Kiwanis Pelican Bay. He was also treasurer and chairman of the finance committee for the River North Business Association in Chicago and continues to chair the pro bono committee for the Financial Planning Association of Southwest Florida. 

Kover and his wife, Denise, live in Naples, Florida. They love to play golf and travel whenever they can. Kover is also an accomplished drummer.

To view David M. Kover’s FINRA BrokerCheck, click here.