The most valuable thing to me?

…truly satisfied clients who benefit from my financial advice.

I am pleased to have served scores of wonderful clients over my years as an advisor. Many of them have been doctors, health professionals, lawyers and business people.

Here is what some of them kindly said about my financial advisory services.

Client Testimonials

“ …A financial and insurance advisor who is professional, honest and demonstrates the utmost confidentiality when discussing both personal and business finances…I felt valued to him as a client and continue to be exceptionally impressed with his punctuality, time management and availability.  I highly recommend David for all of your insurance and financial needs.” 

P. Howard

“David has been excellent to work with in navigating the daunting task of deciding which kind of insurance products will cover my best interests. He is knowledgeable, accommodating, extremely thorough, and very easy to work with. I would recommend David to anyone for their insurance needs.” 

E. Ethridge

“Far exceeded my expectations… David has always gone above and beyond from the beginning. He has been immensely helpful, not only obtaining my insurance but provided me with a wealth of resources regarding anything I inquired about. I highly recommend him.” 

 J. Pratt

“David will go above and beyond to answer your disability insurance, professional and personal finance questions. He will tailor his approach to fit your individual need and make sure you completely understand the process. David has been incredibly helpful and readily accessible when I’ve had questions. I highly recommend David as an advisor.” 

J. Belgue

“I had no idea about what insurance to get or who to go with. David took the time to sit down with me and explain all of my options, the pros and cons, so that I could make an educated decision. David is really good at helping point out what is nice to have and what is something you need to have. He treats you like family and will help you make your decision based on what your individual needs are.” 

Dr. M. Di Cosmo  

“I knew nothing about disability insurance going into practice. I was referred to David from a classmate of mine, and I was very pleased from the moment I met him. He was patient, honest and explained everything in layman’s terms. Thank you, David, for the wonderful help you’ve given me!” 

Dr. A. Sim  

“David is always prompt and thorough in answering any questions I may have. He ensures that his clients understand their options and pros and cons of each. I would recommend him without hesitation.” 

Dr. S. Dixit