Dave started off his career as a stock broker on Wall Street in New York City in 1990. He then transitioned over to becoming an expert in comprehensive financial planning for seniors. Over the last decade he has educated clients as well as other financial service professionals, attorneys and CPA’s around the country on various retirement, income, and wealth transfer techniques. Dave continues to utilize cutting edge, conservative strategies to help his clients achieve their financial goals and dreams. He is a black belt in Karate, enjoys living in Boynton Beach with his wife and 2 young children