David DePiazza

Phone: 315-368-7693
Fax: 315-652-4595
E-mail:

 

 

 

 

 

 

 

 

 

College Degrees: Syracuse University, BSME

                              University of North Carolnia, MBA

Licenses: Series 7, 66, Life & Health, Variable Annuity

Certifications: CFP® (CERTIFIED FINANCIAL PLANNERtm

                         Practitioner)

                         AFC® (Accredited Financial Counselor®)

                         NYS Partnership for Long Term Care

Awards & Honors: BSA Eagle Scout

Publications/Presentations: I have 15 unique client presentations on various financial planning topics, with more in development.   Examples include "Financial Self-Defense (investment fraud)","Employment Uncertainty", "Protecting Assets from Creditors and Preditors", "Intermediate Investment Concepts", and "Social Security Decisions".

 

I've been a CERTIFIED FINANCIAL PLANNERtm Practitioner since 2009 and an Accredited Financial Councelor® since 2011. I am a financial planning generalist with focus on investment, insurance, retirement, estate and Medicaid planning. High risk clients who have particular concern about protecting assets from predators without giving up control will find me knowledgeable

 Proudly, I spend about a tenth of my professional time on contract providing financial counseling services to military service members, with all of the unique challenges and particular satisfaction entailed by that work.

 

Testimonials:

Eduardo Fernandez- Attorney, Shutts & Bowen

"David is always on the ball and responsive to any inguiries I have.  I always find his financial insights of high value." October 2009

Cynthia Williams- Owner, Serenity Home Care

"David is very people focused.  He has shown himself to be assertive and a great manager of resources.  He has a great desire to see his clients succeed." October 2009

Scott Kidd- CEO, No Joke Biz, LLC

"David is a professional who cares for other peoples' investments as they were his own.  His knowledge of an investment and financial planning along with his understanding of clients and their plans and priorities make him an excellent match for the prospect who is looking for a long-term relationship." November 17, 2009

Jerry Sulsenti- Insurance & Healthcare Professional

"In a business that changes daily, David makes sure he is knowledgeable of his clients needs and is consistently searching for the best solutions to benefit them.  He is honest, dedicated, and trustworthy, and is always looking out for his client.  His tremendous integrity and character allows clients to count on him as a lifetime resource for their financial needs." March 26, 2010