David has been educating, coaching and empowering corporate executives, financial professionals, entrepreneurs, attorneys and financially responsible families for over twenty years. After several years of helping clients accomplish their goals and objectives, he concluded that almost every client has the same over-arching objective. Simply put, they are seeking guidance and assurance regarding how to maintain their current lifestyle and/or better, forever.
This led to the development of his unique process which begins with that end in mind. The “Future Lifestyle Clarifier” process is designed specifically to empower you with clarity, confidence and the actions steps required for financial peace of mind.
David graduated the University of Miami with an MBA in 1985. He previously graduated Miami in 1984 as a Finance major with a Bachelor of Business Administration degree. While he will not claim to have had a hand in the success of NFL quarterbacks, Jim Kelley, Bernie Kosar or Vinny Testaverde he can share his enjoyable experiences of watching each of them grow, develop and thrive at the U.
Beginning in high school, throughout college and then after, David worked as the third generation in his family owned business. In 1996, at the suggestion and encouragement of the financial advisor to the family business David made the decision to change his career path and align himself with Strategies for Wealth.
David and his wife Gabrielle grew up in NYC and have been residents of Westport, CT since 2000.
With clients throughout the country David is Life & Health insurance and securities licensed in numerous states. He specifically holds the Series 7 (General Securities), Series 63 (Uniform Securities Agent State Law), Series 65 (Uniform Investment Adviser) & Series 24 (General Securities Principal) licenses.