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Since 2006, Dave has helped create strategies and portfolios to pursue long-term financial goals. Have questions about investments, taxes, retirement, and/or estate planning? As a CERTIFIED FINANCIAL PLANNER™ practitioner, Dave would be glad to help and financial advice.
A good plan starts with defined goals. Dave helps clients identify and quantify their goals. He then guides them through the financial planning process, all the while being transparent about fees. The result is a plan that can help clients focus on living their lives and not worrying about their money.
There are many advisors out there. As a CERTIFIED FINANCIAL PLANNER™ professional, Dave adheres to a strict and proven approach to financial planning. He continuously learns from trade publications, white papers, conferences and podcasts so that he can stay on top of what is right for his clients.
Dave began in the investment business in 2006 after a successful career in business management. He graduated Magna Cum Laude from Western Connecticut State University's Ancell School of Business and earned his Certificate in Financial Planning studies at Fairfield University. Dave holds the series 7, 24, 53, 63, 66 securities registrations with LPL Financial and CT, FL, TN Life, Health and Long Term Care licenses. Prior to his affiliation with LPL Financial, Dave worked with Edward Jones and Raymond James Financial Services.
Dave grew up in Connecticut and currently lives in Brookfield. When not working, he enjoys spending time with his children. His daughter Sabrina attends Fordham University and his son David attends Brookfield High School. Sailing, hiking, golf and mentoring others in the investment business are activities that he enjoys.
Dave serves on the Board of Directors for the Financial Planning Association, Fairfield County Chapter and is active in their Pro Bono initiative. He also serves on the Advisory Board for the United Way of Western Connecticut’s Financial Resource Center and has joined the Board of Directors for the Alumni Association for Western Connecticut University.
It is never too early to get started on your investment plans. Tell us more about your goals, and we will get you started on a plan to pursue them
83 Wooster Heights, Danbury, Connecticut 06810, United States, Suite 125
**See Below for detailed directions from inside the building. 203-747-8911
In the Lee Farm Corporate Park building on 83 Wooster Heights Rd,. Suite 125 is:
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