David has been involved in the Financial Services industry since 1982. After spending eight years as a Portfolio and Money Manager with Capital Builders Advisory Services of New York, David joined MetLife in 1990.  Since then he has provided a wide range of insurance and investment products and services to help individuals and businesses create and protect wealth.

 

In 1997 David attended a specialized training program allowing him to offer Financial Planning services to his clients.  In addition to comprehensive Financial Planning, David became a MetDESK^® Specialist in 2006 where he provides financial and estate planning services to families who have dependents with special needs.

 

David earned his Chartered Life Underwriter (CLU^®)  from the American College in 2002 and his Chartered Financial Consultant (ChFC^®) designation in 2006. He has a Bachelors degree in Accounting and Economics from the University of Rhode Island and a Masters Degree in Finance and Investment Management from Iona College.