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David W. Cerchio, M.B.A, CLU

David W. Cerchio, M.B.A, CLU

Financial Advisor

As a financial advisor, David concentrates his efforts working with closely held businesses, their executives and families. He is knowledgeable in all aspects of financial planning and wealth management. He brings a wealth of diverse experience to his practice, including specialties in investment services, asset and income protection strategies and personal and business planning. 

Series 7, 63 & 65, Life, Health, and P&C Licensed

Registered Representative & Investment Advisor of Park Avenue Securities, Financial Representative of Guardian, CA insurance license #0E43700.