David Orsolino

David Orsolino has spent over two decades in financial services helping to ensure that his clients aren’t just set for the next five years, or until an upcoming economic dip, but for life. He is a coach, educator, and financial strategist with a deep drive to know and support each client individually. His philosophy is that “money isn’t just math”—everyone has different experiences and objectives for their finances, and he strives to connect deeply enough to understand how your money can best serve you.

David is a Certified Financial Planner and a graduate of the University of North Carolina at Greensboro with a Bachelor’s Degree in Business. His ultimate goal for each client is to provide an ongoing sense of economic confidence. To that end, he develops a lifetime spending plan, offering clients confidence that the money they make now will steadily set them up to continue living their lifestyle without worry. David turns complex concepts—protection, assets, liabilities, cash flow—into easy and actionable strategies that align with his clients’ purpose and values. He educates them on what is possible, increases financial awareness, capitalizes on opportunities, and safeguards against consequences of uninformed financial risks and economic threats.

David’s strategic skills bolster this philosophy, drive his credibility in the field, and serve as the basis for his many industry accolades—including a ranking as Forbes Best in State*. He also stands out in his philanthropic efforts, participating in such charitable initiatives as Building Homes for Heros, Tunnels for Towers, and Alzheimer’s awareness.

Outside of the office, David lets his natural curiosity drive his ambition to constantly seek new areas and opportunities to learn and teach. He expands his worldview through travel and loves spending time with his favorite people—his son Paul Vincent and daughter Victoria Marie.

Registered Representative and Financial Advisor of Park Avenue Securities and Financial Representative of Guardian. CA Insurance License #0F46939

*This award is not issued by Guardian or its subsidiaries. The annual Forbes ranking of Top Financial Security Professionals List 2025 is based on criteria developed and obtained by SHOOK Research, LLC.  No compensation was provided in connection with obtaining this rating; however, advisors may choose to pay fees to Forbes and Shook for premium listing features; including, usage rights of the ranking logo. Past performance is not an indication of future results.