Regional Vice President
David is a Regional Vice President for Householder Group Estate and Retirement Specialists, LLC. With more than 25 years of experience, which includes national and international market exposure, David’s focused on helping his clients – individuals, families, and small businesses – address their specific financial goals and objectives. David holds his Series 6, and 63 with LPL Financial and his Series 65 registration through LPL Financial and Householder Group Estate and Retirement Specialists, LLC. He is also licensed through the state of MA, NH, VA, and ME for life, health, and disability insurance.
David partnered with Householder Group Estate and Retirement Specialists, LLC, a Registered Investment Advisor firm, because they share his dedication on developing and implementing comprehensive retirement and estate plans for clients. David uses his considerable experience, education and training to incorporate advanced tax planning techniques to minimize income and estate taxes, and utilizes conservative asset allocation models in order to focus on capital preservation and multi-generational wealth management.
David, who has lived across three continents, is honored to call Boston home. He has found the city’s vibrant restaurants and events complement his active lifestyle. David is an avid sportsman who enjoys playing tennis, running, biking, and even holds a title of a world ranked junior squash player! David has been involved with The Big Cheese – Boston Partners in Education. David enjoys his active lifestyle and involvement in the community along with his daughter, Nicole, a recent graduate of the College of Charleston
We don’t represent a group of investment products, we represent you.
220 North Main Street, Suite 301
Natick, MA 01760