David Weinberg

David is an experienced wealth manager. In his 25-year tenure in the financial industry, he has discovered that wealth building is a function of having a strategy, acting on that strategy and trying your best to avoid big financial mistakes along the way. The thing that is most important to David is getting to know his clients, understanding their life, goals & priorities, and building a proper financial strategy around what they have shared. 

Areas of Focus

Retirement Strategies 

Investments

Wealth Preservation Strategies

Income Distribution

 

David resides in East Greenwich, RI and away from the office he enjoys golf, music, film production and watching sports. 

David is a registered representative and investment advisor representative of Securian Financial Services, Inc 4300573 02.2022