Dave has been in the financial services since 1995 specializing in: Planning for individuals, Pre and post retirement, Helping manage assets, Planning for orderly and efficient generational transfer. David is always looking to further his knowledge base and most recently completed a course on Asset Allocation and Behavioral Finance hosted at the Faculty Club, Harvard University. Previously he attained a Retirement Planning Specialist designation from the Wharton school. He has also received designations of ChFC and CLU.
Dave loves being outdoors and all of the activities that accompany it. Dave is active in his community serving on the: West Haven City planning commission for 5 years, Scout leader for 17 years, Actively involved in Church and various other charities.
Dave’s favorite thing to do is spend time with his family in various activities.
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