As a CERTIFIED FINANCIAL PLANNER professional, David’s approach to financial planning is very simple: listen carefully, provide sound advice, and care deeply for the clients he serves. He follows the fiduciary standard of putting his clients’ interest above his own. David’s goal is to guide his clients through a complex and ever-changing financial world by providing superior financial education and creative strategies tailored to their long-term goals.
David became a partner with the Goldman Wealth Advisory Team in 2014, after multiple years of experience in the financial services industry. He also teaches seminars supporting financial education to employees at major corporations in the tri-state area.
A cum laude graduate of the University of Connecticut with a Bachelor of Science degree in finance, David began his career in Boston. He currently lives in Shelton, CT with his wife Kate and two daughters — Cameron and Shay. David strongly believes in giving back to his community and has been a Big Brother Mentor in the Shelton Public School system for the last 12 years. In his spare time, David is an avid golfer and currently serves on the Board of Governor’s at Race Brook Country Club.
I am licensed and registered to offer products and services in CT. Licenses and registrations will vary. Domiciled in CT; CA Insurance License # 0I03549