Our Team

David Zavarelli graduated from Western Connecticut State University’s Ancell School of Business with a BBA in Management. He earned his Certificate in Financial Planning from Fairfield University. He holds the Series 7, 24, 53, 63, and 66 securities registrations with LPL Financial and CT Life, Health, and Long-Term Care licenses.

Constant learning is important to David. Several media outlets have quoted him, including 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. He has served as a Board Member for the Financial Planning Association, Fairfield County Chapter, where he was 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 hiking, boating, traveling, and spending time with his children, Sabrina and David.

Contact David today to see how a financially sound plan may bring you closer to your goals.