Broker Check

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.

Say GAY! Use Your Money to Give Voice to Your Values

Say GAY! Use Your Money to Give Voice to Your Values

“Don't say gay”? Well, I DO say gay! And I am on fire. Many of my LGBTQ+ (as well as straight) clients are also enraged about Florida’s discriminatory Parental Rights in Education law. It promotes bigotry and sends a message that LGBTQ+ people are not OK. It is wrong. And I'm standing up to it.

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

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

Join our 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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What Same-Sex Couples Need to Know About Social Security

What Same-Sex Couples Need to Know About Social Security

Marital status is important for Social Security’s retirement, survivor, and disability programs. You or your spouse could be eligible for benefits or a higher benefit amount based on a marital relationship.

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

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

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.

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Create A Digital Safebox

Create A 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.

Request Access
La Vida Pride eCommunity Center

La Vida Pride eCommunity Center

Join our 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!

Join now
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.

View segments
A History of Advocacy & Education

A History of Advocacy & Education

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

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More Helpful Resources ...

Considerations for LGBT Older Couples Before Getting Married

Considerations for LGBT Older Couples Before Getting Married

5 Estate Considerations for the LGBTQ+ Community

5 Estate Considerations for the LGBTQ+ Community

 Resources for Diverse Caregivers

 Resources for Diverse Caregivers

LGBT Person's Guide to Preparing for Medical Procedures

LGBT Person's Guide to Preparing for Medical Procedures

LGBTQ+ Active Aging Resource Guide

LGBTQ+ Active Aging Resource Guide

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