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Options Banc Investment, Options Banc, investment, college savings plans, CollegeAdvantage, college savings, Roth IRA, IRA rollover, 401(k) rollover, rollover, Putnam, Putnum, insurance, mutual funds, retirement plans, annuities, pension funds, IRA, 401(k), 403(b), variable annuity, retirement investing, tax and savings proposal, LSA, RSA, ERSA
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Meet the Staff |
The
Options Investment & Loan Inc. team… |
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David has been at OptionsBanc Investment & Loan Group since it started 6 years ago. He brings 10 years of experience in the Financial Services Industry, and has been in fortune 500 Mutual Fund Management Companies, Pension Fund Trustee(s), Mortgage Lending and Management Consulting. Our Investment Advisory division benefits from his expertise in Financial Planning, Asset Management, and Consulting. David has an MS in Financial Plannning from The American College, a BA in Economics from The University of Western Ontario and is working toward the CFP and CLU (Certified Financial Planner, Chartered Life Underwriter). He also holds Licenses in Real Estate and Mortgage among other designations.
David is a supporter of the arts and enjoys boating with his wife and son in his free time. |
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Advising:
Financial Planning
Retirement Planning
Insurance Planning
Tax & Estate Planning
College Planning
Investment Banking
Acquisition Support
Sales & Succession Planning
Commercial Financing
Investing:
Asset Management
Asset Allocation
Product Research
Portfolio Monitoring
Self Directed
Options 401k
Self Directed IRA
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800-989-9868
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