Broker Check

Empowering LGBTQ Financial Savvy

Providing financial planning with pride

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 the past 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.

I have long-term relationships with LGBTQ-identified and -allied referral partners and extensive experience with advocating for my LGBTQ clients in difficult family estate situations, senior housing or caregiving discrimination, and Social Security survivor benefits for same-sex couples.

Learn more about David
Blog: The Benefits of Working with an LGBTQ Financial Advisor

Blog: The Benefits of Working with an LGBTQ Financial Advisor

Many individuals view financial planning as an extremely personal and private matter. For LGBT individuals and couples, the discomfort and unease of the experience is often compounded.

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La Vida Pride eCommunity Center

La Vida Pride eCommunity Center

Welcome to 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!

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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.

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Out and Equal - Financial Planning and the LGBTQ+ Community

Out and Equal - Financial Planning and the LGBTQ+ Community

Financial planning offers unique opportunities and challenges for LGBTQ+ people. Learn the unique issues affecting the LGBTQ+ community, available resources and best practices to be inclusive and welcoming

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Planning Guides & Helpful Resources

Create Your Care Plan: An LGBT Person's Guide to Preparing for Medical Procedures

Create Your Care Plan: An LGBT Person's Guide to Preparing for Medical Procedures

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Prepare to Care: A Planning Guide for Caregivers in the LGBT Community

Prepare to Care: A Planning Guide for Caregivers in the LGBT Community

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Caregiving in the LGBT Community

Caregiving in the LGBT Community

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Visit our complete library of helpful E-Planners & Guides

Visit our complete library of helpful E-Planners & Guides

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