David joined RWA Wealth Partners in 2014. As a wealth advisor, he is responsible for keeping up with changes in clients’ financial situations or planning needs and reviewing client portfolios on a routine basis. Prior to joining RWA Wealth Partners, David worked as a registered representative within the John Hancock Financial Network and as an investment consultant for FactSet Research Systems. Most recently, he was an associate for LPL Financial advisor in Boston. He graduated from Babson College in 2010 with a B.S. in business management with a concentration in finance.
David has been a CERTIFIED FINANCIAL PLANNER™ professional since 2016 and obtained the Accredited Wealth Management Advisor™ designation in 2023. He is a board member of the NexGen committee of the New England chapter of the Financial Planning Association, where he plays an active role advocating for the industry. He also has served as a guest lecturer at various colleges and universities to share insights with students about working as a financial planner. In 2023, he was recognized as a Five Star Wealth Manager by Boston magazine.
David lives in the Charlestown neighborhood of Boston with his fiancée and Dalmatian, Santino. In his spare time, he enjoys traveling, cooking, admiring vintage cars and cheering on his favorite Boston sports teams.
*The Five Star Wealth Manager award is administered by Crescendo Business Services, LLC. A fee was not paid to be placed on this list. The award does not evaluate the quality of services provided to clients nor is it indicative of the Wealth Advisor’s future performance of investment success. For more information on this award, please refer to the Awards and Recognitions page on this website.
The fact that an employee holds a particular designation or credential does not guarantee that a specific investment-related result will be achieved; nor does such protect against loss of investment principal. For more information on credentials please refer to the Professional Credentials page on this website.