Captrust
46yrs
Top advisor by experience at Captrust
30yrs
David Behar
Full name on record: David E Behar
Financial advisor at Keystone Fiduciary Financial Planning and Tax Advisory
David Behar has worked in the financial industry for 30 years and is a fiduciary financial advisor based in Bethlehem, Pennsylvania. After eight years at Edward Jones, David joined Keystone Fiduciary Financial Planning and Tax Advisory in 2026, a firm offering financial planning and investment management. Keystone Fiduciary Financial Planning and Tax Advisory reports being paid through a percentage of assets and flat fees.
One of 195 advisors with offices in Bethlehem, and one of 162 fiduciaries.
At a glance
Experience30 years (since 1996)
How that compares ?Top 16% by experience nationwide
Office74 West Broad Street Suite 400, Bethlehem, PA 18018
How the firm is paid ?Percent of assets, Flat fee
States licensed ?1 state
Services through Keystone Fiduciary Financial Planning and Tax Advisory
Financial planningInvestment management for individuals and small businesses
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- Mar 2026 – now
- 2018 – 2026Edward JonesPreviously
Questions to ask David
Tailored to David’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- What does a financial plan with you include, and how often is it updated?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About David
How do I contact David?
Call Keystone Fiduciary Financial Planning and Tax Advisory at (484) 619-6049 and ask for David Behar. David works from the Bethlehem, PA office.
How long has David been a financial advisor?
David has been in the industry since 1996, about 30 years. Top 16% by experience nationwide.
What licenses does David hold?
Series 63, Series 65, Series 66. Tap any license on this page to see what it allows.
Is David a fiduciary?
David is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is David paid?
Keystone Fiduciary Financial Planning and Tax Advisory reports being paid by a percentage of the assets they manage, flat or fixed fees. Ask David for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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