David is a graduate of Temple University, where he completed dual degrees in economics and political science. He has been advising individuals, families, and business owners on financial planning, preparedness, and growth for almost 30 years. Throughout his career, he has also developed close personal relationships with CPAs, law experts, and a host of other professionals who make up his Virtual Family Office.
David is a connoisseur of macroeconomics and an avid student of US monetary and fiscal policy. He lives in Chester Springs, PA with his wife Kerry. Together, they have four children and four grandchildren.
In addition to his work as a financial planner and advisor, David is an avid traveler, studies blockchain technology, bio hacks, exercises, spends quality time with loved ones, and even hosted a local Philly financial talk show on AM radio for almost three years.