wiseradvisor

Concierge For Retirement Planning

Tel: 941-488-0404
304 W. Venice Avenue
Suite 217
Venice, Florida  34285
Concierge For Retirement Planning | Financial Advisor in Venice,Florida

About Concierge For Retirement Planning

David began his journey in Brooklyn, NY and the learned the value of hard work and perseverance. At 19, after completing his studies at Georgia Tech, he moved to Los Angeles. David moved to Los Angeles with his newborn baby girl and developed the first of 3 businesses. The first business was a fleet of 23 food trucks servicing the greater Los Angeles area. In 1982, due to a horrific accident, he broke his back and was supposed to be in a wheelchair for the rest of his life. Unfortunately, 2 months, thereafter, his 4 year old child got hit by a drunk driver and died. He persevered and by 1985, he had started walking, sold his food trucks and began a Real Estate Brokerage in Beverly Hills with the same focus and discipline he has adopted up to this day. In 1992, he moved to Florida and in 93 originated his Financial Services with the idea of helping others pursue the absolute most through holistic financial services. He has assisted over 2500 familes and businesses throughout


General Information

Services:   Investments, Financial Planning, Insurance

Office Hours

Monday   08:00 AM - 05:00 PM
Tuesday   08:00 AM - 05:00 PM
Wednesday   08:00 AM - 05:00 PM
Thursday   08:00 AM - 05:00 PM
Friday   08:00 AM - 05:00 PM

Social Media

facebook



* Advisor information is provided in partnership with Yext