At David F Light Certified Financial Planner, we specialize in helping our clients make emotionally sound financial decisions and plan investment strategies for their real-life goals. Our areas of focus include special needs families, millennials or young savers, business owners, trusts, foundations, and high net worth families. With nearly 20 years of experience in financial services and a Wall Street background, our Financial Advisor provides personalized advice and guidance to ensure our clients reach their financial goals. We strive to simplify our clients’ finances and provide tailored strategies to secure their long-term financial stability.
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