Our Team
David Zavarelli, CFP®
Financial Advisor
David Zavarelli is a CERTIFIED FINANCIAL PLANNER® professional dedicated to helping individuals and families develop thoughtful financial strategies designed to support their long-term goals. With more than 20 years of industry experience, he combines technical expertise with a
commitment to ongoing education and personalized client service.
David earned a Bachelor of Business Administration in Management from Western Connecticut State University’s Ancell School of Business and a
Certificate in Financial Planning from Fairfield University. He holds Series 7,24, 53, 63, and 66 securities registrations through LPL Financial, as well as Connecticut Life, Health, and Long-Term Care insurance licenses.
Committed to staying current in an ever-changing financial landscape, David has been quoted by leading media outlets including CNBC, Financial Advisor magazine, The Economist, and Bloomberg.
Giving back to the community is an important part of David’s
professional life. He serves as President of the Western Connecticut State University Alumni Association and sits on the Board of Directors of the
WCSU Foundation, where he is also a member of the Investment Committee. He previously served on the Board of Directors of the Financial Planning Association’s Fairfield County Chapter and participated in the organization’s Pro Bono Financial Planning Initiative.
A lifelong Connecticut resident, David lives in Milford, Connecticut. Outside the office, he enjoys hiking, boating, traveling, and maintaining an
active lifestyle while spending time with family and friends.
If you’re looking for guidance to help you pursue your financial goals with confidence, David welcomes the opportunity to learn about your needs and discuss how he can help.
Brian Essing
Client Services Specialist
Brian is beginning his career in the financial services industry as the Client Services Associate with a strong commitment to learning, professional growth, and delivering exceptional client service. Working closely alongside David Zavarelli, he is gaining valuable hands-on experience that complements his academic studies and supports his long-term goal of building a career in financial planning.
Brian is currently pursuing a Bachelor’s degree in Finance at Post University in Connecticut. Through his coursework and day-to-day experience in a financial planning practice, he continues to expand his industry knowledge while developing the skills needed to help support clients.
Before joining David and LPL Financial, Brian worked at Freedom Boat Club, where he maintained and operated a variety of vessels. He also gained valuable customer service experience working in the hospitality industry, developing strong communication, problem-solving, and relationship-building skills.
A longtime Connecticut resident, Brian has lived in Trumbull since he was three years old. He previously played collegiate hockey at Manhattanville College after competing in the North American 3 Hockey League (NA3HL). The discipline, teamwork, and perseverance he developed through competitive athletics continue to shape his approach to serving clients and pursuing professional excellence. Outside the office, Brian enjoys staying active through exercise and golf, following his favorite sports teams, and spending time with family and friends.
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