I provide an analysis of your current financial situation and help you identify financial goals and concerns, illustrate what is being done to reach your goals and deal with concerns, identify gaps, and offer solutions to help fill them. My goal is to assist individuals, families, and business owners building their financial freedom.
My background, experience and commitment to providing you with the resources you need to make financial decisions can help make your financial future as successful as you need it to be.
New York University (2021), Case Western Reserve University (2009-2013)
Piano, Cooking, Art
Affiliations & Memberships
FINRA, CFP Board
Board Member of Musical Upcoming Stars in the Classics (Cleveland, OH)
- Insurance Strategies
- Investment Strategies
- Business Owners
- Retirement Strategies
- Risk Management Strategies
- Financial Education
- Charitable Giving
Check the background of this investment professional on FINRA’s BrokerCheckSee David’s Licenses and Disclosures