David W Cerchio is a Financial Advisor with Planning Alliance as well as a Partner with The Preferred Client Group, LLC, a member firm of the Planning Alliance network. He focuses his practice on working with closely held businesses, their executives, and families. Also, he is well-versed in investment services, asset and income protection strategies, and individual financial planning.
David joined the firm in 2001. In 2007, he co-founded The Preferred Client Group, LLC. Prior to joining Planning Alliance, he was an Account Executive with Woolf Associates.
David is committed to philanthropic service. He and The Preferred Client Group team are active in the community. He is a founding board member of the Middletown South Football Alumni Association which provides scholarships to student-athletes. Additionally, he is a board member of the Middletown High School South Hall of Fame in which he was inducted with the inaugural class in 2005.
David received his Bachelor of Science in Business from Wake Forest University in 1997 followed by his Master of Business Administration from the Franklin W. Olin Graduate School of Business of Babson College in 2001.
David and his wife, Vanessa, currently reside in Mendham, New Jersey, with their three children.
Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). OSJ: 50 TICE BLVD, SUITE 280, WOODCLIFF LAKE NJ, 07677, 973-2444420. Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. PREFERRED CLIENT GROUP LLC is not an affiliate or subsidiary of PAS or Guardian. CA Insurance License Number - 0E43700.