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About David...

David Proudly served our nation in the United States Air Force and reserves for six years. He has lived in the Bradenton/Sarasota/Tampa area for 30 years. David has served in the financial industry since 1992.

David holds the ChFC & QFP designations that signify qualifications as a Financial Planner. The ChFC requires more educational requirements than the CFP (Certified Financial Planner) designation. David also holds the CLU designation which is the highest designation that a person can receive in the Insurance Industry.

David has a well rounded education to be able help his clients in all areas of finance, tax, wealth management and insurance. David is very knowledgeable in all types of investment accounts and strategies that allow your money to grow at a comfortable risk while focusing on reducing taxes. 

David’s wife Monica works alongside him in their business and they have two wonderful children Charmaine and Roman. He also serves as a legal guardian to two mentally challenged men.

David believes in giving back to our community and is a faithful giver and supports a multitude of charities.

To achieve the above credentials and certifications shows that David has met rigorous proficiency standards of education, examination, and experience in the required areas of finance and insurance.

A back ground check and a commitment to a client code of ethics is required.


David’s Education and credentials

ChFC– Chartered Financial Consultant

CLU – Certified Life Underwriter

CSA - Certified Senior Advisor

CTS - Certified Tax Specialist

QFP – Qualified Financial Planner

CASL - Chartered Advisor for Senior Living

RFC – Registered Financial Consultant


Registrations and Licenses

  • Registered Investment Advisor
  • Securities Licensed - Series 65
  • Life, Health, and Annuity.


David's Qualifications & Education => click Here


  • 2429 Manatee Ave E, Unit 1 Bradenton,
    FL 34208
  • Call Us Now

    (941) 739-5006

  • Send Mail Us


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