David D. Marsico
My mission is to help families make important financial decisions so that they can protect and secure a strong financial future. My clients hire me as their personal “Chief Financial Officer” with the goal to ultimately retire with financial dignity.
Our team-based approach focuses around a well-rounded financial strategy focusing on:
- Current Financial Position
- Protection Strategies
- Investment Strategies
- Retirement Solutions
- Tax Strategies
- Estate Planning
I hold FINRA Series 7, 65 and 63 registrations and earned an MBA through Villanova University.
Please do not hesitate to reach out with any questions or concerns you have about finances:
Email - firstname.lastname@example.org
Phone # - 610-565-9550
Address - 200 E. State Street Suite 303, Media, PA 19063
Visit us at www.wechslermarsico.com
I currently live in Glenmoore, Pennsylvania with my wife Jill and son Luca.
My passions besides helping families include playing golf, natural health and wellness, studying monetary and economic history and visiting new places with my family.
Our Firm Mission Statement is "Planning Your Tomorrows Today"
David is a registered representative and investment advisor representative of Securian Financial Services, Inc.