Being a serial entrepreneur, David’s forte has been his ability to recognize opportunities for innovation and improvement within the financial services space.
David identified a real need that does help baby boomers navigate retirement successfully. Retirees and Pre-retirees are looking for a trusted fiduciary, a central resource to answer their questions and guide them with the attitude of a steward during the retirement income stage of life. Issues related Social Security, Medicare, taxes, LTC, longevity, investment risk management, etc. David decided to focus on that by being first an educator and advocate for the baby boomer community. Additionally, by building a firm around that idea, to support that goal; the trusted authority to those looking for peace of mind in retirement.
Through his leadership, Thrive has grown into a leading retirement income planning and investment specialty firm with 6 financial planners, a staff of 29 and 4 offices. David is a host of the Thrive Retirement Roadmap show on WPHT Talk Radio 1210, educating and bringing light to current events that can affect retirement. He is also the co-author of #1 Bestseller “Roadmap to Retirement: Navigating Your Way to Peace of Mind.” David has been featured in the Wall Street Journal, Kiplinger’s Magazine, Philadelphia Magazine and Suburban Life Magazine as one of the area’s top Financial Advisors as well as one of the top Registered Investment Advisory firms