David has committed the last 14 years to applying structure and discipline to each of his client’s financial situations through his detailed analysis of their finances. He completed both his undergraduate and graduate studies at Syracuse University, where he earned a Bachelor of Science in Engineering and an MBA, and was awarded the designation of CERTIFIED FINANCIAL PLANNER™ by The American College.
As Managing Director of Wealth Advisory Services, David uses a top-down approach to review all aspects of the individual client’s financial picture, tailoring highly customized investment plans to work toward making their lifelong goals attainable. He provides documentation with active monitoring, analysis and reporting to each client’s satisfaction.
Prior to founding Wealth Advisory Services with partner Paul in 2003, David managed a financial practice at Prudential Securities, an industry-leading financial services firm. At Prudential, where his roles included Assistant Branch Manager and Branch Training Manager, he was responsible for providing clients with independent financial advice and also for training all new financial advisors in asset management.
David resides in Doylestown with his wife Caroline and their three children, where he enjoys golfing, fishing, hunting and skiing.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.