Quick-view video lessons offer valuable LGBTQ-focused financial advice
How can I financially fight back against anti-LGBTQ+ initiatives?
How can I use my queer dollars to support our community?
How can I align my investments with my values?
Discover all you need to build your BIG GAY retirement plan
Claiming What’s Yours: From Benefits to Beneficiaries
Gayging Alone: Living Out Loud & Proud In Retirement
Pride & Protection: The Importance of Insurance
LGBTQ+ Investing to Ignite Change
David Treece is a fearless financial advocate for the LGBTQ+ community
He proudly says transgender. And LGBTQ+. And bi. And queer. And lesbian. And non-binary. And … It's not enough to say, “I treat everybody the same” because everyone is NOT the same.
David and his diverse team at Treece Financial Group lift up marginalized identities because it shows respect for a community that has long faced discrimination. As a gay financial advisor, he has experienced LGBTQ+ individuals’ real-world apprehension and mistrust toward the historically conservative financial industry.
David has provided advocacy-oriented financial advice and service to South Florida’s LGBTQ+ community for almost 35 years. At the forefront of his work is navigating the sometimes complex financial and healthcare needs of LGBTQ+ individuals as they age, oftentimes alone without a strong support network. He is a national leader in educating financial advisors on understanding LGBTQ+ clients' unique issues when it comes to financial and life planning.
Beyond financial planning, David is a dedicated behind-the-scenes community advocate who has been a pioneer in making Miami a leader in LGBTQ+ inclusion. He is the Founder and First President of the Greater Miami LGBTQ Chamber of Commerce (MDGLCC)*, which has grown to be one the nation’s largest LGBTQ+ Chambers in the U.S. David has also been honored by The National LGBTQ+ & Lesbian Task Force* and SAVE LGBT for his contribution to advancing full freedom, justice and equality for LGBTQ+ people.
David holds life, health, and annuity insurance licenses as well as 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 39 years, divide their time between Miami and San Antonio de Areco, Argentina.