David Robertson

David Robertson, JD, CFP®, is a Partner at Signature Estate & Investment Advisors, LLC (SEIA) in Cleveland, OH, specializing in comprehensive financial planning and wealth management for affluent individuals and families. His responsibilities include developing tailored investment strategies, integrating estate and tax planning, and guiding clients on asset protection and legal issues related to wealth management.

With decades of experience, Robertson previously served as a Partner at Cedar Brook Group and has a proven track record in advising high-net-worth clients, providing family office services, and managing diversified investment portfolios, including public markets, hedge funds, and private equity funds. His expertise spans asset protection, estate planning, tax mitigation, and strategic guidance on property & casualty insurance, as highlighted by his recent commentary and published insights for SEIA.

Robertson holds a J.D. from Case Western Reserve University School of Law, where he was a law review editor, and a B.A. in Economics (Honors) from Colgate University. He is also a CERTIFIED FINANCIAL PLANNER® and a licensed insurance agent, underscoring his knowledge in legal, financial, and risk management domains as they pertain to clients' investment and estate strategies.