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David Antonchak, CFP

David Antonchak, CFP

Owner/President

Dave is a graduate of Norwich University, a military academy in Northfield Vermont. He has 30+ years of experience in the financial industry. His career began at Bankers Life and Casualty in which he learned about Medicare, Medicare Supplements, Social Security, and Long Term Care. He later transitioned to New York Life, helping people with family financial planning and dealing with life insurance, disability insurance, and annuities. For the past 15 years Dave has been an independent financial planner, currently working through Cetera Advisors and helping families with retirement planning and wealth management. Dave is a Board Certified Financial Planner (CFP) and has a fiduciary responsibility to his clients. After many years in the business, Dave has developed a reputation for educating individuals in an easy to understand manner so they can grasp the concepts of personal finance and use those concepts to pursue their financial goals.