The Team

Our Advisors

David L Gioffreda

David L Gioffreda

Financial Advisor

More about me...

Designations

CFS®

Top Areas of Focus

  • Retirement Planning Strategies
  • Wealth Preservation Strategies
  • Investments

Education

B.S. Accounting and Finance-Roger Williams University 1981 Bristol, RI, A.S. Accounting-Community College of Rhode Island 1976 Warwick, RI

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