David is a Wealth Advisor with Turning Point Advisors / LPL Financial.
He offers more than 30 years of wealth management experience to his clients and the practice. He holds FINRA Series 7, 66, 63 and 24 securities registrations through LPL Financial.
Throughout his career, clients have relied on David’s ability to explain complex situations in easy-to-understand terms relating to various circumstances.
David knew over 30 years ago he wanted his career to be focused on helping others navigate the complexities of personal finance, allowing them to effectively utilize their time and energy on enjoying their own families, goals, and careers. David has dedicated his career to educating others on pursuing their goals through an approach founded upon honesty and trust. Whether that means retiring at a certain age, traveling with family, buying a dream vacation home, or planning a gift to their family or charity, his clients’ stories of living out their dreams are what he considers the most rewarding part of his job.
David enjoys playing pickleball with his wife Cathy of 34 years, and spending time with his two children Sam and Natalia. David and his wife raised their two children in Rochester, NY where their son now works as a mechanical engineer at L3Harris Technologies. Their daughter is finishing her PhD in Biochemistry at the University of Michigan.
“A journey of a thousand miles must begin with a single step” --Lao Tzu
Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC.