David Graduated from Western Connecticut State University’s Ancell School of Business with a BA in Management and earned his Certificate in Financial Planning from Fairfield University. He holds the series 7, 24, 53, 63, 66 securities registrations with LPL Financial and CT Life, Health and Long Term Care licenses.
Constant learning is important to David. He has been quoted in several publications such as CNBC, Financial Advisor magazine, US News and World Report, and Investopedia.
David enjoys getting involved in the community. He currently serves as a Board Member of the Alumni Association at Western Connecticut State University and is a Board Member for the Financial Planning Association, Fairfield County Chapter where he is also active in their Pro Bono initiative.
A lifelong Connecticut resident, David currently resides in Brookfield, CT. When he isn’t helping clients, he enjoys spending time with his children, Sabrina and David.
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