As a founding member of Fierston Financial Group, Dave brings more than 50 years of financial consulting and investment planning knowledge to the firm. A former partner with Coopers & Lybrand and Siskin, Shapiro & Company CPAs, Dave earned his B.S. in Business Administration from Northeastern University.
Dave is a past Chairman of the Jewish Community Foundation and is a Life Director of the Jewish Federation of Greater Hartford, where he served as Treasurer as well as Chairman of the Planning and Allocations Committee. Dave is also a Life Director and past President of Tumble Brook Country Club.
Dave enjoys golf, playing the guitar, and is an avid sports fan. He lives in Boca Raton, FL and Avon, CT with his wife.
What brought you to wealth management as a career?
As I was raising a family and building a business, I wished I had an advisor to help me implement all aspects of my financial plan.
What’s the best advice you’ve ever been given?
Always be honest with yourself and your clients; and you will never have to worry about what you said.
What’s most fulfilling about your work?
Knowing that our clients sleep at night confident that their financial life is in good hands.