ÃÛѨÊÓƵ

Dave Balestriere

°ä¹ó±Ê®

picture of a planner

Here to act in your best interests

About me

I’m passionate about working with families and developing strategies that can help them accomplish their financial and retirement goals. In my spare time, I enjoy spending time with my family and staying active by working out and playing sports with my kids.

Certifications

CERTIFIED FINANCIAL PLANNERâ„¢

Education

Bachelor of Science, Management Information Systems - University of Central Florida

Visit one of our Locations

Miami II - Boca Raton (West)

7900 Glades Road

Suite 310

Boca Raton, FL 33434

Phoenix - Virtual Advisors

4742 N. 24th Street

Suite 400

Phoenix, AZ 85016

Working with Us

The latest insights from our experts