Dave Bartoski, CFP®
Founder, Managing Partner
Growing up in central Pennsylvania, my father was a CPA and my mother was a school teacher. I had a pretty normal life- playing baseball, attending Boy Scouts, and trying to get good grades. One thing wasn’t common, but I didn’t realize it until later in life. My family talked a lot about investing, budgeting, making smart financial decisions. My Dad taught me how to read the stock page in the newspaper and we read Value Line books he borrowed from the library. These conversations instilled in me a foundation of basic principles that I’ve carried throughout my life and professional career.
Over the last two decades, I’ve been working in the financial industry with experiences across many facets, from providing financial advice to clients, overseeing the product management of a $26B investment program, a donor advised fund and other wealth solutions. I’ve worked closely with IT teams in the development of technology solutions that have improved and scaled the way financial advice is delivered.
I have a passion for helping people and I enjoy the process of breaking down complex topics into understandable language. I created Forma Financial Planning with a focus on using technology to deliver an experience that enables people to make informed decisions that improve their financial future.
I’ve been married to my wife Anita for over twenty years and we are raising our teenage girls in Boerne, Texas. I enjoy golfing, fishing, cruising the Caribbean, and spending time with my family at the Texas coast.
Education:
- BS in Mechanical Engineering, University of Delaware (’99)
- MBA, Pennsylvania State University (’04)
- Certified Financial Planner (CFP®) (’08)
Meet Anita Bartoski
Client Experience and Operations
Anita joined Forma Financial Planning after spending over 20 years in the financial services industry. She is originally from Kennett Square, PA and graduated Cum Laude from Marist College with a degree in Communications. In her role, Anita focuses on the communications strategy for our practice as well as ensuring day-to-day operations run smoothly.
In her free time, she enjoys traveling, working out, and spending time with her family at the Texas coast.
