David Orsolino - CFP®, CLU
David Orsolino graduated from the University of North Carolina at Greensboro with a Bachelors Degree in Business. After years in the Financial Services Industry, he went on to pursue his accreditation of a CERTIFIED FINANCIAL PLANNER . With 19+ 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 his clients on what is possible, increase financial awareness, take advantage of opportunities and protect against the consequences that result from the many financial threats that are out there.
After researching several firms in the industry, he found his home at Strategies for Wealth, as he felt that Strategies for Wealth is a firm with a truly uncommon approach to financial planning. Utilizing a holistic protection first philosophy, he helps maximize all areas of protection, assets, liabilities and cash flow. David specializes in several areas including college planning, retirement planning, estate planning, and an overall establishment of economic confidence.
With David’s strong commitment to providing the best financial advice to individuals, families and businesses, he continues to further his education in his practice. 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 Foundation for Economic Education.
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, The John Starks Foundation, Food Bank for NYC, and the Strategies for Wealth Foundation.
In David’s spare time, he is an avid reader, enjoys personal fitness, and is always looking for new ideas and opportunities to take on. However, David’s favorite activity is spending time with his son, Paul Vincent, and daughter, Victoria Marie.
Check the background of this investment professional on FINRA’s BrokerCheck.
Registered Representative of Park Avenue Securities and Financial Representative of Guardian.