Increase your financial confidence with financial planning built around your goals, your values, and your pride. No judgment. No barriers. Just honest advice from people who get it. 

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 Miami-Dade LGBTQ+ & Allied Chamber of Commerce*, which has grown to be one of 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.

* The organizations listed on this page are not affiliated or registered with Cetera Advisors LLC. Any information provided by them is in no way related to Cetera Advisors LLC or its registered representatives.

why work with TreeceFi rather than a larger firm?

Because here, you’re not just another account—you’re a unique person with a story, goals, and concerns that matter. At Treece Financial Group, we combine top-tier credentials and the strength of our broker-dealer, Cetera Advisors, with something big institutions often can’t offer: a values-based, deeply personal approach. You’ll never be passed off or treated like a number.

Our inclusive, close-knit team meets you where you are—respecting your life experience, your challenges, and your priorities. Whether you're navigating a major life change or just want to feel more confident about your future, we’re right beside you.