Strategies For Wealth

About David:

David Orsolino graduated from the University of North Carolina with a Bachelors Degree in Business. Upon graduation, he went on to pursue his accreditation of a CERTIFIED FINANCIAL PLANNER™. With 12 years of experience in financial services, his true passion is to be a financial coach for each of his clients and co-create lifetime relationships. His intention is to educate on what is possible, to increase financial awareness, help meet obligations, protect against threats and take advantage of opportunities.

He has found that people always had questions such as “Am I doing the best things with my money?” He helps people gain confidence in their financial world, as well as address their questions. He joined Strategies for Wealth, as he felt that Strategies for Wealth is a firm with a truly different approach to a client’s financial world. Utilizing a holistic protection first philosophy, he helps maximize all areas of protection, assets, liabilities and cash flow. David specializes in college planning, retirement planning, estate planning, and overall Building Economic Confidence.

With David’s strong commitment to provide the best financial advice to individuals, families and businesses, he continues to further his education in finance. In addition, in his quest to stay on the edge of this ever-changing industry, he is an active member of various financial organizations; such as, The Association of Advanced Life Underwriters (AALU), and The Society of Financial Service Professionals (The Society of FSP).

In his effort to give back, David participates in many firm wide charitable initiatives. He is a proud supporter of the Child Abuse Prevention Program (CAPP), the NYU Cancer Institute, and the Strategies for Wealth Foundation.

In David’s spare time, he is an avid reader, enjoys playing golf, and loves spending time with his wife, Antonella, and their son, Paul Vincent.

URL:

http://www.strat4wealth.com/davidorsolino