David has been a practicing financial advisor since 1989. He is a Certified Financial Planner Practitioner (CFP®). He is a registered principal and is series 63, 7, and 24 registered with LPL Financial, a registered broker/dealer. He maintains and exceeds the minimum continuing education standards required to maintain his CFP® credential as well as his life insurance and securities registrations. He conducts and speaks at many public and corporate financial planning events each year. His financial consulting practice emphasizes a conservative investment management approach utilizing various forms of financial products and services to help address his client’s financial goals.
David graduated from Bryant University with a Bachelor of Science degree in Business Administration (Finance). He is a member of the Bryant University Alumni/Student Education Program. He received his CERTIFIED FINANCIAL PLANNER ™ (CFP®) designation from the College for Financial Planning in Denver, CO in 1994. He is a member of the Financial Planning Association.
David and his family reside in Foxboro, MA where he takes an active role in the community. He has worked with local chambers of commerce, charitable and service organizations including the Lions Clubs International serving in many capacities. He is a Board member of the Foxboro Youth Basketball Association where he has coached for over 20 years and a Past President of the Mansfield Lions Club.