David

David A. Ralicki, CPA/PFS

david@RalickiWM.com

David A. Ralicki, CPA/PFS has been practicing accounting and tax services for over four decades. He began working at a national accounting firm in Norfolk, Virginia after being discharged from the U.S. Navy. At this firm he specialized in audit clients with a focus in real estate and development. Being tired of the cold winters David and his family decided to move to Stuart, Florida in 1982. He became a partner of a local CPA firm and developed the audit and tax practice. David was responsible for helping the firm grow from $500,000 to $5,000,000 in revenue as well as initiating computerized office systems. He also became a member and later president of the International Group of Accounting Firms. With David’s desire for growth and client service he founded his own CPA firm with offices in Stuart and West Palm Beach. He was responsible for developing new business and responsible for firm growth of approximately 20% per year reaching $1,000,000 in revenue. Continuing his trend for growth his firm, merged with a larger, regional CPA firm. While there David developed the personal financial planning services which included wealth management and investment advisory. David’s desire to specialize in a client driven, financial planning practice prompted him to “retire” from the tax compliance aspect of accounting to form Ralicki Wealth Management & Trust Services. David’s mission of Ralicki Wealth Management is to coach business owners and high net worth individuals to financial independence by using a collaborative approach to the delivery of professional financial services. David’s professional and civic affiliations include:

  • Past Member of The Executive Committee (TEC) (now Vistage Florida) of West Palm Beach
  • Past-President and Treasurer of Hospice of Palm Beach County
  • Past Board member at First Bank and Trust of Indiantown (now Harbor Community Bank)
  • Past World President of the International Group of Accounting Firms (IGAF)
  • Business Development Board of West Palm Beach
  • Business Development Board of Martin County
  • Member of the American Institute of Certified Public Accountants (AICPA)
  • Member of the Florida Institute of Certified Public Accountants (FICPA)
  • FICPA East Coast Chapter – past chapter president
  • Stuart/Martin County Chamber of Commerce – Past President
  • Leadership Martin County