Personal bio:

David is originally from Tampa, Florida but has called Buffalo, New York his home for most of his life. He enjoys staying active through exercise and frequently reads self-improvement books to continue his personal growth. In his free time, David enjoys cheering on the Buffalo Bills and Sabres, taking walks and runs downtown, and spending quality time with friends and family.

Professional Bio:

David is a finance graduate of Canisius College, class of 2017 (officially class of 2018). David began his career in finance immediately after graduation, joining his family’s business, Custom Wealth Strategies. Custom Wealth Strategies provides comprehensive financial planning services to professionals at or near retirement. David has obtained his SIE, Securities 7, and Securities 66 licenses and is currently studying for his Enrolled Agent (EA) and Certified Financial Planner (CFP) credentials. With his expertise in financial planning and investments, David is committed to helping his clients retire comfortably and achieve their financial goals.