Broker Check

Empowering LGBTQ+ Financial Savvy to Live Out Loud, Proud & In Control

I proudly embrace my LGBTQ identity and the advocacy-oriented financial advice and service I have provided to South Florida’s gay and lesbian community for over 30 years.

At the forefront of my work is navigating the sometimes complex financial and healthcare needs of LGBTQ individuals as they age, oftentimes alone without a strong support network. At a time when many are vulnerable due to changes in health or living situations, having a trusted advocate on their side makes a life-changing difference.

LGBTQ Advocacy & Education

LGBTQ Advocacy & Education

Beyond the hundreds of clients David Treece offers financial planning services to, he is a behind-the-scenes LGBTQ community leader who has helped build the foundation that makes Miami a leader in LGBTQ visibility and inclusivity.

LGBTQ Money Talks on QNews Tonight

LGBTQ Money Talks on QNews Tonight

Practical, LGBTQ-focused money market insights and answers to viewer-submitted questions that address the unique needs of LGBTQ individuals when it comes to personal finance and financial planning.

La Vida Pride eCommunity Center

La Vida Pride eCommunity Center

Join an inclusive online community that gives you safe space to expand your social circle, share your interests, and find LGBTQ-aligned professional and healthcare resources to help you live your best life!

Everplans Digital Safebox

Everplans Digital Safebox

Bring order to chaos and get everything important organized once and for all — Wills, Life Insurance policies, healthcare documents, pet information, digital accounts, and so much more. Complimentary access upon request.

Helpful Articles & Resources

Aging "Gay-cefully": The Next LGBTQ+ Revolution

Aging "Gay-cefully": The Next LGBTQ+ Revolution

Aging with Pride & Perserverance

Aging with Pride & Perserverance

Solo Gayging: Who Will Take Care of Me When I Am Older?

Solo Gayging: Who Will Take Care of Me When I Am Older?

LGBTQ+ Discrimination in the Unequal States of America

LGBTQ+ Discrimination in the Unequal States of America

LGBT Person's Guide to Preparing for Medical Procedures

LGBT Person's Guide to Preparing for Medical Procedures

Considerations for LGBT Older Couples Before Getting Married

Considerations for LGBT Older Couples Before Getting Married

 Resources for Diverse Caregivers

 Resources for Diverse Caregivers

5 Estate Considerations for the LGBTQ+ Community

5 Estate Considerations for the LGBTQ+ Community

Investing in LGBTQ+ Friendly Companies

Investing in LGBTQ+ Friendly Companies

Support for Gender Confirmation

Support for Gender Confirmation

Supporting Your LGBTQ+ Grandchild

Supporting Your LGBTQ+ Grandchild

Visit our Complete ePlanner & Guide Library

Visit our Complete ePlanner & Guide Library