David W. Otto

David W. Otto

| BA, CFP®, D.Min.

Otto & Associates, Inc.

Fee Only Financial Planner Located in Norwich, VT and Serving Clients Nationwide

Specialties

  • Fee-Only Financial Services
  • Comprehensive Financial Planning
  • Free Initial Consultation
  • Investment Management
  • Retirement Planning
  • Education Planning
  • Elder Care Issues
  • Estate Planning
  • Insurance Analysis
  • Charitable Giving and Trusts
  • Planning for Business Owners
  • Cash Flow and Budgeting

Our Other NAPFA Members

Visit Us

PO Box 1203
261 Main Street
Norwich, VT 05055

200 Katonah Avenue
Katonah, NY 10536

David Otto is a NAPFA-Registered Financial Advisor.
NAPFA is the country's leading association of Fee Only Financial Planners.
What is "Fee Only Financial Planning," and why is it important?

David W. Otto founded Otto & Associates in 1991.  Mr. Otto is a Certified Financial Planner™.  He has served on a number of committees of the National Association of Personal Financial Advisors (NAPFA), a national professional association of Fee-Only financial planners.  He also served on the Regional Board of the Financial Planning Association, the Board of the Katonah Village Library (where he was Chairman for two years), and the Zoning Board of Appeals for the Town of Bedford.  In the 1980’s he worked part time with investment real estate and founded a corporation dedicated to real estate financing. 
A graduate of Morningside College, Mr. Otto holds a Master of Divinity from Union Theological Seminary and a Doctor of Ministry from Andover Newton Theological School.  Prior to becoming a Fee-Only planner, he served as a pastor for nine years and worked for seventeen years as a pastoral counselor, including supervising psychotherapists and managing a counseling center.  He has lived and worked in northern Westchester for his entire professional life, but now splits his time between Katonah and Norwich, VT.   He and his wife are the parents of two grown daughters and have three grandchildren.