David D. Marsico
Financial Life Plans for today with a clear vision for tomorrow.
David’s mission is to help families make important financial decisions so that they can protect and secure a strong financial future. His clients refer to him as their personal “Chief Financial Officer” with the goal to ultimately retire with financial dignity.
David specializes in working with high net worth families by providing:
- Custom Investment Solutions
- Access to Lending Solutions including Investment Lines of Credit and Securities Backed Lines of Credit
- Legacy Planning
David holds FINRA Series 7, 65 and 63 registrations and earned an MBA through Villanova University.
David is a Registered Representative and Investment Advisor Representative of Securian Financial Services, Inc.
David currently lives in Glenmoore, Pennsylvania, with his wife Jill and sons, Luca and Carlo.
His passions besides helping families include playing golf, natural health and wellness, studying monetary and economic history, and visiting new places with his family.