Advisor profile


My approach

David L Gioffreda - My approach photo
I care about what’s important to you

Your financial goals are individual, and I can help you achieve them.

I take the time to understand what’s truly important to you — whether it’s saving for college, retiring the way you want, making smart investments or anything else.

The personalized financial advice I offer can help you prepare for the expected and unexpected things in life. As a result, you can feel more confident, connected and in control of your financial life.

With the right financial advice, life can be brilliant.
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