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David Schleis, NSSA® Advisor · Pittsburgh, PA

A professional headshot of David Schleis, President\Accountant of DS Financial Advisors, Inc. in Pittsburgh, PA

David Schleis

President\Accountant, DS Financial Advisors, Inc.

902 Perry Highway
Pittsburgh, PA 15229

412-366-0900

www.dsfinancial.com

NSSA® Certified #3131

Professional Profile

David W. Schleis, EA is a trusted and highly knowledgeable President and Accountant at DS Financial Advisors, Inc., strategically located in Pennsylvania. With a specialized focus on tax and income planning, David brings a wealth of expertise to individuals seeking to optimize their financial strategies. As an Enrolled Agent, he has the credentials to represent clients before the IRS, ensuring they receive the best care and guidance in navigating their tax-related concerns.

As a holder of the NSSA® Social Security certification, David Schleis brings specialized knowledge of Social Security planning to every client relationship.

David is dedicated to helping clients achieve their financial goals through personalized assessments and solutions that cater to their unique needs. His extensive experience in social security planning positions him as a respected professional in the industry, making him an invaluable resource for individuals looking to secure their financial future. When you choose David W. Schleis, you are partnering with a seasoned expert committed to providing reliable and effective financial advice.

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Why ARPI-Certified

How an ARPI-Certified Advisor Can Help You

ARPI-certified advisors bring specialized knowledge and the tools to deliver confident, accurate guidance on the decisions that matter most.

Avoid Costly Claiming Mistakes

Social Security rules are complex — small missteps can cost thousands in lost benefits. An ARPI-certified advisor ensures you make informed decisions and avoid costly errors.

Holistic Retirement Planning

Your Social Security strategy doesn’t exist in isolation. An ARPI advisor integrates it with your full retirement plan so your assets work together toward a secure future.

Personalized Guidance You Can’t Get Elsewhere

The Social Security Administration provides information — not strategy. An ARPI-certified advisor delivers tailored solutions based on your unique circumstances and goals.