As the president and founder of Advanced College Planning and Senior College Planning Specialist, David has always enjoyed helping students get into the college of their choice without their parents having to alter their standard of living. He’s also passionate about helping people to become more financially independent.
“At Advanced College Planning, we are committed to helping students achieve their dreams of higher education,” David says. “We understand that retirement plans either thrive or fail depending on how well you plan for college.”
David got his start in the financial industry in 1982 and launched Advanced College Planning in 1993. He graduated with a bachelor’s degree from the University of Connecticut and earned the designation of CERTIFIED FINANCIAL PLANNER (CFP®). David also has been featured in “Real Simple” magazine and several other news publications.
Today, David and his wife, Leslie, live in Naples, Florida; however, they still consider Connecticut their home too. David has five siblings, including an identical twin brother, as well as three dogs named Casper, Colby, and Cubbie.
Outside the office, David enjoys golf, tennis, pickleball, and going to dinner with his wife and two daughters. He also likes volunteering in his community, teaching financial literacy classes to high school students, and serving on his church’s Finance Council.