David Zavarelli, CFP®  LPL FInancial
David Zavarelli, CFP®  LPL FInancial
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      • About David
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  • Home
  • About
    • About David
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203-747-8911

David Zavarelli, CERTIFIED FINANCIAL PLANNER™

David Zavarelli, CERTIFIED FINANCIAL PLANNER™ David Zavarelli, CERTIFIED FINANCIAL PLANNER™ David Zavarelli, CERTIFIED FINANCIAL PLANNER™

  

Contact

203-747-8911

David Zavarelli, CERTIFIED FINANCIAL PLANNER™

David Zavarelli, CERTIFIED FINANCIAL PLANNER™ David Zavarelli, CERTIFIED FINANCIAL PLANNER™ David Zavarelli, CERTIFIED FINANCIAL PLANNER™

  

Contact
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Our Approach

Retirement planning can be challenging. A good plan starts with defined goals. By leveraging resources from LPL Financial, David helps clients identify and quantify their goals. He 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.

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Why Work With David?

There are many advisors out there.  As a fee-based, CERTIFIED FINANCIAL PLANNER™ professional, David employs a strict approach to financial planning and wealth management.  He enjoys continuous learning so that he can stay on top of conditions and strategies so his clients can pursue their desired outcomes. David can work with you in his office in Danbury, CT or online.


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Copyright © 2020 David Zavarelli, CFP®  LPL Financial - All Rights Reserved. 

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER ™ and CFP® in the US. 

 

Securities and advisory services offered through LPL Financial, a registered investment adviser, Member FINRA/SIPC.  FINRA/SIPC .


The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: CT, FL, NC, NJ, NY, TN, SC