Dave is a Wealth Manager and Chartered Retirement Plans Specialist™ with The Ferris Financial Group. He provides personalized investment advice and financial planning for individuals and families, helping them pursue their long-term goals with a focus on risk management, diversification, and asset allocation.
In addition to serving individuals, Dave partners with business owners to design and implement retirement plans that benefit both the company and its employees, working toward long-term financial security for all participants.
Dave began his financial services career as a retirement plan consultant with John Hancock Retirement, where he helped businesses optimize their retirement plans and empower employees to save for the future.
Dave holds the CERTIFIED FINANCIAL PLANNER® and Chartered Retirement Plans Specialist™ designations, and has completed his SIE, Series 7, 6, 63l, and Massachusetts State Life Insurance licenses. He is currently registered with LPL Financial.
He earned his Bachelor of Business Administration in Finance from the University of Massachusetts Isenberg School of Management.