What are your qualifications?

David has over 30 years of experience as a consumer-oriented advocate and financial retirement planner. He is an Accredited Investment Fiduciary (AIF®) and holds CLTC® Certification for Long-Term Care. David holds life, health, and annuity insurance licenses as well as series 6, 22, 52 62, 63, and 65 securities registrations, and has an MBA from the University of Michigan, Ann Arbor. He is fluent in Spanish.