Broker Check

David Treece: Empowering LGBTQ Financial Savvy

Committed to helping LGBTQ individuals and families live out loud and proud through fearless financial planning

Committed to helping LGBTQ individuals and families live out loud and proud through fearless financial planning

David Treece has over 30 years of experience in financial services providing holistic, comprehensive, and consumer-oriented advocacy to his clients.

Advocating for LGBTQ elder inclusion, identifying resources and family support, and overcoming discrimination within senior housing and caregiving is at the heart of his office's mission.

He is dedicated to educating LGBT individuals and families —and specifically LGBT seniors—about how to address and overcome the unique financial planning challenges they may face.

LGBTQ Community Advocacy & Education

Beyond the hundreds of clients David Treece offers financial planning services to, he has been a behind-the-scenes LGBTQ community advocate who has helped build the foundation that makes Miami a leader in LGBTQ visibility and inclusivity within business and politics and an international destination for LGBTQ visitors.

La Vida Pride: 
The Virtual Community Center for LGBTQ+ Active Agers

La Vida Pride:  The Virtual Community Center for LGBTQ+ Active Agers

Our unique and secure online community that 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.

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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 enterpreneurs and businesses to ensure that the gay and lesbian community that contributed to the Miami Beach renaissance had a place at the table. He has consistently supported the MDGLCC as a corporate member and received the Chamber’s President’s Award in 2005.

SAVE

SAVE

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’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

The Pride Center at Equality Park

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

Our History
Our Values
Our Process

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, including:

  • Values-Oriented Investing
  • Retirement Planning
  • Social Security
  • Medicare
  • Long-term Care
  • Legacy Planning
  • Solo Aging Support
  • Aging-in-Place
  • Caregiving
  • Digital Asset Safety
  • Women's Rising Financial Power

Credentials & Affiliations

David Treece operates as an independent, fee-based Investment Advisor and as a Registered Representative of Cetera Advisors LLC. He currently holds life, health, and annuity insurance licenses, as well as series 6, 22, 52 62, 63, and 65 securities registrations.

He is an Accredited Investment Fiduciary (AIF®) and is legally bound to follow the Institute for the Fiduciary Standard's Professional Conduct Standards to always place a client's interests first.

He follows a fiduciary process that includes a duty of utmost care, a duty of integrity, a duty of honesty and full disclosure, a duty of loyalty, and a duty of good faith.

David has an MBA from the University of Michigan, Ann Arbor. Professional affiliations include:

  • Financial Planning Association
  • Miami Finance Forum
  • American Mensa
  • IVY Miami
  • Miami-Dade Gay & Lesbian Chamber of Commerce
  • Greater Miami Shores Chamber of Commerce
  • Lambda Living, Jewish Community Services
  • The Pride Center at Equality Park, Wilton Manors

Personal

Personal

David is fluent in Spanish and has family ties to Argentina and other Spanish-speaking countries. He lives with his husband, Luis Gonzalez Etchevest, in Miami’s Upper Eastside.