Senior Financial Advisor
David is a senior financial advisor with Touchpoint Financial Advisor Group who began his financial advisory career in 1994 with IDS Financial Services. David is a CERTIFIED FINANCIAL PLANNER™ professional (CFP®) who holds his Series 7 and 63 securities registrations as well as his life, accident, and health insurance license. While David serves his clients in multiple capacities, his practice focuses on retirement transition and distribution planning.
David holds a bachelor’s degree in business administration/accounting and worked as an accountant for several years before transitioning to financial planning. David has earned numerous certifications and awards throughout his career including being named multiple times as a Boston Magazine Five Star Wealth Manager.
2013 Five Star Wealth Manager Award, created by Five Star Professional. Presented in January 2013 based on data gathered within 12 months preceding the issue date. 2,362 advisors were considered, 713 advisors were recognized. Advisors pay a fee to hold out marketing materials. Not indicative of advisor’s future performance. Your experience may vary. For more information, please visit www.fivestarprofessional.com.
David lives in Reading, Massachusetts with his fiancé, Alison, and has two grown boys as well as three stepsons. In his spare time, he enjoys fishing, boating, the idea of golf, and coaching high school football.