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.