David’s mission is to help families make important financial decisions so that they can protect and secure a strong financial future. His clients hire him as their personal “Chief Financial Officer” with the goal to ultimately retire with financial dignity.
David holds FINRA Series 7, 65 and 63 registrations and earned an MBA through Villanova University.
David currently lives in Glenmoore, Pennsylvania with his wife Jill and sons Luca and Carlo.
His passions besides helping families include playing golf, natural health and wellness, studying monetary and economic history and visiting new places with his family.