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Our Team

How We Work

How We Work

Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.

Our team approach adds perspective to all we do and provides increased benefits to our clients.

Meet Our Team

David J. Chieco, CFA, CPA




David J. Chieco has nearly 20 years of varied experience in financial services. David has been awarded the right to use the Chartered Financial Analyst designation and he is also a Certified Public Accountant. David has also sat for and passed the Certified Financial Planner™ (CFP®) examination. David is a member of the CFA Institute, Inc, the New York State Society of Security Analysts (NYSSA), the American Institute of Certified Public Accountants (AICPA) and the Financial Planning Association (FPA).