Broker Check
David J. Constantino

David J. Constantino

Investment Adviser Representative


With over ten years of experience, David is a seasoned financial advisor dedicated to assisting individuals and businesses in reaching their financial goals. His extensive knowledge in financial planning, risk management, and investment strategies enables him to offer personalized advice that resonates with the distinct financial circumstances of his clients. David's commitment to professional excellence and his forward-thinking approach ensure that his clients are well-equipped with knowledge and confidence regarding their financial choices. His proficiency encompasses college planning, retirement planning, tax optimization, and estate planning, positioning him as a comprehensive resource for all financial advisory needs.


Here's what to expect when working with me:

  1. Personalized Approach: I take the time to understand your unique goals and aspirations.
  2. Market Insights: Staying informed about changing markets helps us navigate the path together.
  3. Carefully Mapped Strategy: Even if the journey seems long and uncertain, we’ll create a strategic plan to reach your financial objectives.
  4. Client Focus: Today’s focus ensures tomorrow’s success.


My Mission Statement:

 

My mission is to thoroughly understand your needs, aspirations, and long-term goals. I aim to assist you in developing, implementing, and monitoring a strategy tailored to your unique situation. I recognize the challenges that families encounter today, such as managing debt, saving for educational expenses and retirement. These personal financial benchmarks can often seem overwhelming.

My dedication is to employ all available resources to assist you in achieving your objectives. I advocate for innovative thinking in my methods of investment and wealth preservation. My entire focus, dedication, and effort are devoted to you, the client, ensuring your complete satisfaction.