David Orsolino in

David Orsolino

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CFP®(CERTIFIED FINANCIAL PLANNER) at Strategies for Wealth
📍 New York City Metropolitan Area, United States

David Orsolino is a CERTIFIED FINANCIAL PLANNER™ at Strategies for Wealth with 20 years of experience. He uses a protection-first philosophy to help clients build wealth and has been repeatedly named to the Forbes Best-in-State Financial Security Professionals list for New York.

Outside of work, David is a family man who resides in Roslyn, NY, with his wife and two daughters. He is passionate about sports, particularly golf and basketball, and is actively involved in his community as a coach for his daughters sports teams.

For three consecutive years, he has been recognized by Forbes as a Best-In-State Financial Security Professional.

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Experience
26 Years
Current Role
CFP®(CERTIFIED FINANCIAL PLANNER)
Location
New York City Metropolitan Area, United States
Personality Overview

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Communication Style
Decision Approach
Work Preference

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Priorities

Topics David cares about

Holistic Financial Planning
Emphasizes a "protection first philosophy" to maximize all areas of a client's financial life, including assets, liabilities, and cash flow.
Financial Education
States that his core intention is to educate people about what is possible and increase overall financial awareness.
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Career

Work history

10-2005
CFP®(CERTIFIED FINANCIAL PLANNER)
Strategies for Wealth
6-2002 - 9-2005
Vice President
McGinn Smith & Co. Inc.
8-1998 - 5-2001
assistant trader
josenthal
In the press

Media appearances

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Education
1992 - 1996
Bachelor of Science (B.S.)
University of North Carolina at Greensboro
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

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