David has nearly 35 years of experience as a holistic financial advisor and consumer-oriented financial advocate. He is an Accredited Investment Fiduciary (AIF®) and holds CLTC® Certification for Long-Term Care.

Specializing in retirement planning, navigating the sometimes complex financial and healthcare needs of individuals who are aging alone, and specifically, aging LGBTQ+ individuals who don't have a strong support network are at the forefront of his work.

Recognized for his financial acumen and client-advocacy work, he has been featured on PBS's Nightly Business Report, The Washington Post, and in nationally-syndicated columns as well as in South Florida media, including The Miami Herald, South Florida Sun-Sentinel, NBC Miami, Fox4 Tampa, and Q News Tonight.

David is the author of Take Pride in Your Money: LGBTQ+ Financial Empowerment Stories & Strategies, a no-nonsense guide to building resilience, stability, and joy with your queer dollars. Real-world stories and practical strategies show how to overcome financial, legal, and insurance challenges to continue living out loud, proud, and prepared! 

David holds life, health, and annuity insurance licenses and series 6, 22, 52 62, 63, and 65 securities registrations, and has an MBA from the University of Michigan, Ann Arbor. He and Luis, his husband of 40 years, divide their time between Miami and San Antonio de Araco, Argentina.