Focus: Insurance Strategies, Investment Strategies
David Plagenza is a financial advisor with Charter Oak Financial, whose proud history dates back to 1886. With the firm since 2017, David focuses his practice on providing guidance, advice and long-term relationships built around financial security. He works primarily with law enforcement in New York State, and builders and remodelers in the Capital Region, demonstrating a deep understanding of their unique planning and benefits needs. David’s commitment in his markets has earned him status as an approved advisor of the New York State Troopers Police Benevolent Association (NYST PBA). David also works with families, individuals and businesses.
David was an advisor with another financial services company for 6 1/2 years prior to joining Charter Oak.
Outside of the office, David serves as the membership committee chair of the Capital Region Builders & Remodelers Association. David enjoys spending time with his wife, Trish, and their dog, Petey. He also enjoys golf, hunting, and the outdoors.
David, Trish and Petey live in Halfmoon, NY.
• Tax Reduction + Tax Control
• Risk Management
• Asset Growth
• Income Protection
• Wealth Accumulation
• Wealth Distribution Strategies
• Fee-Based Financial Planning
New York State Troopers Signal 30 Fund
Capital Region Builders & Remodelers Association, Membership Committee Chair
Check the background of this investment professional on FINRA’s BrokerCheck
24 Century Hill Drive Suite 105
Latham, NY 12110