Advisor profile


My approach

David L Gioffreda - My approach photo

What you can expect when you work with us

At Ameriprise, our purpose is to help you feel confident, connected and in control of your financial life. The right financial advice can help prepare you for whatever life brings – both the expected and the unexpected.
When you work with me, you receive:

· 1:1 financial advice based on your goals and needs.

· Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.

· Regular meetings to review your goals, progress and investments.

· Anytime access to your investments and digital tools to help you stay on track.

Feel confident about your financial future.

David L Gioffreda - My approach photo

Areas of focus

  • Retirement Planning Strategies
  • Wealth Preservation Strategies
  • Investments
  • Employee Stock Options
  • Estate Planning Strategies
  • Saving for Education
26
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • Certified Fund Specialist

Education

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

Interests

Golf

Physical Fitness

Community participation

Adjunct Professor-Johnson and Wales University-Mutual Funds-Spring Semester 2005 and 2006

Awards & recognition

  • Five Star Wealth Manager, 2012 - 2020
  • Premier Protection Award, RiverSource Life Insurance Company, 2014