David and his team help families, individuals and business owners create tax-efficient financial plans. His unique approach is designed to help clients find appropriate strategies specially designed to help them achieve their goals. With a planning-oriented and consultative approach, David and his team have the ability to address the wide-ranging and various needs of their clients. The expectation is that client relationships will last for years and decades to come as they help clients navigate through career changes, marriages, family planning, inheritances, retirement, and legacy planning.
David completed his undergraduate education at LaSalle University and received a Bachelor of Business Administration- BBA Finance. David enjoys meeting new friends, spending quality time with his loved ones, and spending time at the Jersey Shore.
CA4422648