“Every client is important to me. I recognize that, regardless of asset size, every client is discussing with me their personal fortune and I am dedicated to treating it as such. My commitment is to have every client feel like my most important client. The moment they don’t, I have failed.”
David has been in the financial services industry since 2000. He graduated The College of New Jersey with a B.S. in Finance and then received an MBA in Corporate Communications from Fairleigh Dickinson University. He currently holds the designations of CERTIFIED FINANCIAL PLANNER™ (CFP®), Chartered Financial Consultant (ChFC®). and Chartered Retirement Planning Counselor (CRPC®). His professional background includes leadership positions for both Ameriprise Financial and AllianceBernstein Investments. He recently served as the Vice President of The College of New Jersey Alumni Association and is currently a member of the Estate and Financial Planning Council of Southern New Jersey. David has a results-oriented mentality and is passionate about helping his clients reach their financial goals.
In David’s financial services practice, he works with his assistant, Lisa Daley as well his business partner, Joseph DelGuercio. Other members of his Independence Wealth Partners team include Brandon Martin and Chris Kinzler. Their approach centers on dedicated service, teamwork, loyalty and responsiveness to the needs of both individual and business clients. They strive each day to provide a platinum level client experience to the people who have placed their trust in them.
David currently resides in Mount Laurel, NJ with his wife Karen and two children, Emily and Shane. He enjoys coaching his kids in sports, travelling to new places, and playing golf and softball.