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David Treece: LGBTQ+ Advocacy & Education

Empowering LGBTQ individuals and families through fearless financial planning

Beyond the many LGBTQ+ clients I offer financial planning services to, I have been a dedicated behind-the-scenes LGBTQ community advocate who has helped build the foundation that makes Miami a leader in LGBTQ visibility and inclusivity.

I am also a national leader in educating financial advisors and service professionals on understanding LGBTQ+ clients' unique issues when it comes to financial and life planning.

Even with the progress in LGBTQ rights over the past decade, many service providers have not adapted their businesses to address the distinct needs of the community. Given the unique legal, financial and personal circumstances of the LGBTQ community, there is a need for relevant expertise for any provider serving this important audience.

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A Commitment to Community

Miami Dade Gay & Lesbian Chamber of Commerce

Miami Dade Gay & Lesbian Chamber of Commerce

As Founder and First President of the Miami Dade Gay & Lesbian Chamber of Commerce (MDGLCC), David harnessed the energy of Miami Beach’s LGBTQ entrepreneurs and businesses to ensure that they had a place at the table. He has continuted his support as a corporate member and received the Chamber’s President’s Award in 2005.

SAVE LGBTQ

SAVE LGBTQ

David and his husband, Luis Gonzalez Etchevest, presented the first SAVE Halloween Ball in their home in 1996 and many consecutive years thereafter. This annual event has grown to become one of SAVE LGBTQ’s premier (and one of the community’s most fun) fundraisers. He and Luis received the organization’s Founders Award in 2014 in recognition of their efforts.

National Gay & Lesbian Task Force

National Gay & Lesbian Task Force

In 2000, The National Gay & Lesbian Task Force honored David at its’ Annual Gala for his contribution to advancing full freedom, justice and equality for LGBTQ people.

The Pride Center at Equality Park of South Florida

The Pride Center at Equality Park of South Florida

David was an inaugural, and is a continuing, member of the The Pride Center at Equality Park of South Florida Founders Circle, helping this vital community gathering place for senior social connection and LGBT HIV health outreach continue to grow and thrive.

Cetera’s Diversity, Equity, Inclusion & Belonging Financial Professional Council

Cetera’s Diversity, Equity, Inclusion & Belonging Financial Professional Council

The DEIB Advisory Council is devoted to forwarding diversity and inclusion in the field of financial advice, an industry for which equal access and diverse representation is especially needed. The mission of the council is to embrace diversity and strengthen under-represented voices within the financial professional community.

La Vida Pride:  eCommunity Center for LGBTQ+ Active Agers

La Vida Pride:  eCommunity Center for LGBTQ+ Active Agers

This unique and secure online community is powered by Treece Financial and offers everything you need to continue living OUT LOUD, PROUD, AND IN CONTROL at any age. Connect, share, and learn with other fabulous folx within an entertaining digital neighborhood.

Financial Education for the LGBTQ+ Community

David Treece presents content-rich webinars and in-person community-based seminars throughout Miami-Dade and Broward counties in a friendly and no-pressure atmosphere. He is committed to sharing his experience through engaging and story-based presentations that speak to the concerns LGBTQ individuals may have about today's most relevant financial planning and lifestyle-related topics.  Education partners include the Lambda Living Program of Jewish Community Services of South Florida, Miami Shores Brockway Memorial Library, and MDGLCC.

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