David has been in the Financial Services industry for over 15 years. He is a Founding Partner of Sunrise Wealth Advisors and currently serves as a Financial Advisor within his firm. David prides himself on providing financial services to a select group of families in Central Florida, occasionally servicing out-of-state clients as well. Additionally, David is devoted to coaching and training financial advisors.
David's roots are based in Chicago, though he spent the later years of his childhood in North West Indiana. He relocated to Florida in 2000 and graduated from Florida State University in Tallahassee, Florida with a Bachelor of Science in Economics and Finance.
An interest to invest in rental real estate developed when David first moved to Florida. As his passion for investing grew, he correlated those interests by accepting a position with a major financial services company. His role as an Investment Services Advisor provided valuable financial experience, exposing him to a host of different (individual and business) clients with varying situations.
David's current practice at Sunrise focuses on Financial and Estate Planning; this includes Retirement, Investments, Insurance and other financial services. His specialization is centered around the Florida Retirement System ( DROP ) plan. David assumes many roles to accommodate the DROP Program, including titles as a rollover specialist, small business planning specialist, retirement income, and estate and risk management.
David holds the following Licenses, Registrations, and Designations:
Series 7: General Securities Representative
Series 66: Uniform Combined Securities Law
Florida 2-15 Life, Health and Variable Annuities
Chartered Retirement Planning Counselor® (CRPC®)