Dave Mirolli, RFC specializes in wealth creation, preservation and distribution by focusing on understanding the specialized and dynamically changing needs of business owners and professionals. He advises business owners and closely-held businesses in the organization and administration of tax-exempt organizations, including private foundations and facilitating complex charitable gifting strategies. Dave and his team provide businesses with consultation on sophisticated investment strategies for business succession plans and executive compensation packages. A multi-year award winner by Atlanta Magazine as a Five Star Wealth Management Advisor, Dave is in the top 4% of financial advisors in the Atlanta Metro area. He has been featured in the Wall Street Journal as one of “ Ten Wealth Managers you need to know.”
A graduate of Miami University of Ohio and Masters from Embry-Riddle, Dave is a Registered Financial Consultant, Series 66, Registered Investment Advisor and Series 7 Registered Representative with Kalos Capital Inc. as well as licensed in life, health and disability insurance. He serves clients in a variety of states to include GA, NC, SC, VA, CA, FL, MD, NY, PA, OH, IN, TN, TX.
Dave resides in Ansley Park in Atlanta, GA with his wife Maria. Active in his community, A frequent speaker and writer on finances, estate and business planning topics Dave is a guest writer in many of community magazines and newsletters. He attends Church of the Apostles in Atlanta, where he volunteers as a mentor to young professionals. Dave enjoys sailing, fishing, skiing, mountain biking, hunting with his clients. A retired US Air Force command pilot with 28 years of service, Dave on occasion flies as a first officer for Delta Airlines.
Dave is Managing Partner of Catalyst Wealth Management. He works out of both the Atlanta and Suwanee offices.