Ensure income
For Life
What if you run out of money before you die?
Most people don't prepare for the possibility of outliving their savings. TreeceFi specializes in creating retirement plans that ensure you have income for life.
We also consider healthcare expenses, Medicare, Social Security, insurance, long-term care costs, end-of-life, estate planning, and other aging needs.
Get Honest,
Trustworthy Advice
With over three decades of experience, Team Treece provides grounded advice without jargon or industry lingo.
Our goal is to create a pressure-free environment where you can have open and friendly conversations about your financial goals and concerns. You have the right to be fully informed and comfortable before making any financial decisions.
Gain a proaCTIVE
Financial Partner
We pride ourselves on being the strongest financial advocates we can be for our clients.
Team Treece goes above and beyond to resolve any financial issue that affects your well-being or stability. We make the necessary calls, recommend experts, and ensure we find a solution that benefits you the most.
David Treece, MBA, AIF, CLTC
President | Senior Financial Advisor
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 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 the FastFinancial101™ book series, no-nonsense financial planning guides that feature real-world case studies to get you up to speed on what you need to know—fast. Published titles include Your Wealth Your Way: 14 Money-Savvy Ways A Financial Advisor Helps You Gain Financial Confidence and Take Pride in Your Money: LGBTQ+ Financial Stories & Strategies.
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 South Florida and San Antonio de Areco, Argentina.
Robert Wroblewski
Registered Client Experience Administrator
Robert is a seasoned financial service professional with almost 20 years of wealth management experience working with individuals, families, and businesses. He is a graduate of St. Anselm College and has worked in the financial services industry with Northwestern Mutual in Providence, Santander Bank, and TD Bank.
He holds Series 6, 7, 63, and 65 securities registrations, and life, health, and long-term care insurance licenses with Cetera Advisors. Robert is a Candidate for CFP® Certification, earned the Accredited Investment Fiduciary® (AIF®) designation in 2019, followed by the Certified Wealth Strategist® (CWS®) designation in 2021, and is an Investment Advisor Representative. He has been a Mortgage Loan Officer in Florida for 3+ years. Registered Administrative Assistant of Cetera Advisors LLC, member FINRA/SIPC.
Robert enjoys outdoor activities and projects, working on his latest batch of brew, playing the drums, and critiquing buffalo wings. He is a diehard Boston sports fan and occasionally will call in to give his take on talk radio. He has done a ton of traveling throughout his life, including living in Georgia (the country!), and giving back through volunteerism. He is married to Ashley, and they have a daughter Maya, and a younger son, Bear. Together they love cooking tacos, movie night, and road trips to go hiking. After living in Miami for 11 years, Robert and his family have relocated back to RI to be closer to family. He has a knack for forming relationships with people, he is always generous and charitable.
Harshita Kalra
Branch Operations Manager
Harshita exudes a welcoming and reassuring presence to our current and future clients. She skillfully coordinates all aspects of our customer support and office operations to ensure clients are kept informed, their needs are addressed, transactions go smoothly, all paperwork is in order, and our compliance processes and reporting stay impeccable.
Harshita’s passion for education and giving back has been a constant theme throughout her entire career. Growing up in New Delhi, India, she studied Accounting in high school and majored in Accounting at the University of Delhi. She holds an MBA in Marketing from the National Institute of Management Solutions and has over 10 years of experience in operations management, business development, and marketing.
She is passionate about many things—especially traveling and astrology. Harshita has traveled to 21 countries on 5 continents and looks forward to continuing to travel the world with her husband to experience new cultures, people, food, and architecture to expand her worldview. Also fascinated with studying astrology, Harshita believes it has become a primary guide to determining her lifelong path. Her interest in it dates back to her late teens from her Mum’s copy of Linda Goodman’s Sun Signs.
Adrian Lopez Aguilar
Operations Associate
Adrian began his journey with Team Treece as an intern where he quickly made a mark through his eagerness to learn and implement financial knowledge. Over a year filled with extensive learning and development, Adrian has transitioned into a growth-oriented position within the company.
Adrian holds a BA in Finance from Florida International University (FIU) with certificates in Banking and International Bank Management. His educational background has provided a solid foundation for his finance and customer service skills, helping him effectively assist clients and contribute to the company's growth. He is a fluent Spanish speaker.
Adriana E. Gonzalez Lares
Client Service Associate
Adriana's warm and friendly manner suits her well in assisting our clients with questions, concerns, and account processing tasks to ensure every need is met and issue resolved. She is also fluent in Spanish.
Adriana, originally from Buenos Aires, Argentina, studied Pharmacy at the University of Buenos Aires. While studying, she worked as a Student Supervisor at Instituto French for 15 years and spent her afternoons as a Pharmacy Technician. At 33, she moved to the United States and began worked as a secretary for A. L. Madrid and Associates translation company in Coral Gables. Later, she served as Assistant Manager at Naturalizer in Miami's Dadeland Mall and eventually owned three women's accessories stores in International Mall.
David Traupman
Communications Director
David (or "DTC", as we call him around the office) is responsible for keeping TreeceFi's clients and prospective clients informed and educated through our communication channels, webinars, in-person events, and publications. He coordinates programs for our The Solo Ager™ and La Vida Pride™ initiatives.
He is an adaptable professional with almost 40 years of proven success in delivering creative and effective solutions to the financial, healthcare, publishing, pharmaceutical, and not-for-profit markets.
David holds a B.A. in Art History from Temple University in Philadelphia, and lives with his husband and teenage daughter in West Palm Beach, where he is an avid gardener and cultural enthusiast.