When it comes to helping individuals and businesses with the their financial picture, David’s philosophy is one that involves the client as a whole. He believes that in order to take a client from where they are to where they want to be it is important to have a complete understanding of what makes each client “tick.” This involves getting to know his clients on a personal level. He not only wants to learn about their financial goals, he wants to know about their personal goals and how they dream their retirement should be. By taking the time to understand each client he can develop a common sense approach that fits each specific need and unique situation.
David graduated from the University of Lowell with a Bachelor’s Degree in Accounting. He began his early career as a CPA growing a successful accounting firm until 1997 when he expanded his services to include Retirement Planning, Life Insurance, 401K Rollovers, and Investments. He holds Series 7, 24, 63, and 65 Securities Registrations as wells as his Life, Accident, and Health license. In 2011, he earned his designation as a Certified Financial Planner®.
What sets David apart from the rest is his deep taxation experience. For the past 30 years he has implemented tax strategies for individuals and businesses specializing in Individual and Corporate financial analysis and transaction structuring. He has significant experience in the representation of clients before the IRS and State Regulatory Authorities. He combines his experience as a CPA with his vast knowledge and determination to help his clients maximize their full financial potential.
Over the years David has given his time and expertise to many organizations including:
- The Massachusetts Society of Certified Public Accountants
- The American Institute of Certified Public Accountants
- The National Special Needs Network
- The General Pershing Fund Student Veterans for Umass Lowell
- Past Chairman of the Board of Trustees for Bishop Guertin High School in Nashua, New Hampshire.