Personal bio:

David is originally from Tampa, Florida but has called Buffalo, New York his home for most of his life. He enjoys staying active through exercise and frequently reads self-improvement books to continue his personal growth. In his free time, David enjoys cheering on the Buffalo Bills and Sabres, taking walks and runs downtown, and spending quality time with friends and family.

Professional Bio:

David is a finance graduate of Canisius College, officially a member of the Class of 2022, having graduated early in 2021. He began his career in finance immediately after graduation by joining his family’s practice, Custom Wealth Strategies. The practice provides comprehensive financial planning services to professionals at or near retirement. David holds his SIE, Series 7, and 66 licenses, and is currently pursuing his Enrolled Agent (EA) and CERTIFIED FINANCIAL PLANNER® credentials. With his expertise in financial planning and investments, David is dedicated to helping his clients retire confidently and pursue their long-term financial goals.

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.