Dave takes a comprehensive planning approach with his clients, starting by taking into consideration their assets and liabilities, and then focusing on maximizing the probability of meeting a set of goals based on their risk preference. Assets are managed to maximize the likelihood of meeting income goals while providing tax efficiency. His approach can be characterized as a financial planning framework as opposed to traditional asset management. He takes a total wealth view for every client situation and clients are managed individually, with each plan being custom to their unique situation.
Dave's firm provides its clients with asset management, investment evaluation and recommendation, and financial planning for retirement, taxes, insurance, estates and trusts. The firm has also helped numerous CPA firms expand their services into the wealth management arena. Dave has over 10 years experience working closely with CPA's and their clients helping bridge the gap between a CPA firms tax services and an advisory firms wealth management services. The model built by Dave has led to remarkable collaboration between CPA and Advisor resulting in exceptional delivery of a comprehensive approach that is in the best interests of the client.
Dave and his wife Magalie have lived in the Sarasota area for over 20 years. They have three children, Zachary, Emma and Leah. Away from the office Dave enjoys hobbies such as golf, weight training,traveling, reading, and water sports.
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Licenses and Qualifications:
Series 7 (General Securities Representative)
Series 65 (Uniform Registered Investment Advisor)
Series 24 (General Securities Principal)
Series 63 (Uniform Securities Agent)
Life, Health & Variable Annuity (Insurance & Retirement)
BCE (Board Certified Estate Planner)
Bachelor Degree (Majors: Finance, Business Administration)
Real Estate License (Sales Associate)