My Profile:
David J. Lazzaro earned a Bachelor Of Science degree in Business Administration with concentrations in Finance and International Business from Montclair State University in 1994. David also earned 2 industry designations from The American College of Financial Services.
The Chartered Financial Consultant® - August 1, 2007 - ChFC®
and the Chartered Life Underwriter® - November 1, 2013 - CLU®
David seeks to help clients build their wealth, protect assets from the unforeseen and assist in the thoughtful planning of their legacy. He specializes in investment and retirement income planning so his clients can enjoy what matters most during retirement. David will help clients review their needs and goals so they can plan for a long, comfortable and dignified retirement. With clients potentially living longer than ever before in our history, he will help his clients plan for longevity and independence. Planning includes protecting those things we value most.
David holds FINRA Series 6,7,63, and 66 licenses as well as his Life, Accident, Health or Sickness, Property and Casualty, Annuity, Variable Annuity & Variable Life Insurance Licenses.
The Chartered Financial Consultant® - August 1, 2007 - ChFC®
and the Chartered Life Underwriter® - November 1, 2013 - CLU®
David seeks to help clients build their wealth, protect assets from the unforeseen and assist in the thoughtful planning of their legacy. He specializes in investment and retirement income planning so his clients can enjoy what matters most during retirement. David will help clients review their needs and goals so they can plan for a long, comfortable and dignified retirement. With clients potentially living longer than ever before in our history, he will help his clients plan for longevity and independence. Planning includes protecting those things we value most.
David holds FINRA Series 6,7,63, and 66 licenses as well as his Life, Accident, Health or Sickness, Property and Casualty, Annuity, Variable Annuity & Variable Life Insurance Licenses.

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It's all about you and your future!
Our goal is to help YOU reach YOUR financial goals.