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David Belisle

Attentive, analytical and determined, David is committed to offering the most prudent, unbiased advice to accomplish his clients’ specific retirement distribution goals. His unique, comprehensive approach is designed to incorporate financial efficiency and effective growth with tax strategies to help maximize spendable income in retirement.

David enjoys the promise of a new challenge, and that’s one of the reasons he looks forward to coming to work every day. Having the opportunity to find strategies and options — options some clients may not even know they had — to address those challenges makes every day worth it for David.

David feels successful when his clients feel confident in their plans. His drive comes from wanting to be the respected advisor clients can rely on by actively listening and not judging anyone’s situation.

To best serve his clients, David believes in staying knowledgeable in his trade through continuing education. He passed the Series 65 securities exam and holds insurance licenses in life, annuities and long-term care. He is also National Social Security Advisor-certified and proud to be a Million Dollar Round Table qualifier. David graduated from the University of Phoenix with honors and was inducted into the Delta Mu Delta National Honor Society for Business Acumen.

Outside of work, David enjoys spending time with his wife and daughter, socializing with friends, watching hockey and flying as a private pilot.


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