Having a father as a financial advisor, David grew up with an interest in the business of finance and personal investing. He understands that serving clients’ financial and investment needs begins with building strong, lasting partnerships. As a financial advisor for Eagle Plans, he puts his clients-and their needs-first.
David is a member in good standing of Financial Planning Association. He holds his Series 7, 9 /10 and 66. In addition, David is licensed in life and health insurance. He graduated from Bentley University in 2007 with a Bachelor of Science in Finance. An alumnus of St. Joseph’s High School, Metuchen, David currently resides in Edison with his wife Meredith and his exuberant goldendoodle, Murphy.