David Sholofsky

I’ve been in the financial industry since 1985. During my career I have focused on asset accumulation, tax free income strategies, estate conservation and leveraged retirement programs to ensure that our client's don’t outlive their money.

We understand that each client's situation is unique, and there is no cookie cutter solution for all. We spend a great deal of time listening to and understanding our clients situation prior to making any recommendations.

I love the details in financial planning and take pride in serving as a guide for some of the most important decisions in peoples lives. The thrill is watching a couple realize their dreams as they approach or enter retirement.

I am a member of NAIFA- National Association of Insurance and Financial Advisors and The American Association of Long Term Care Insurance. I graduated from Villanova University with a degree in Finance.

My wife Debbie and I have two daughters and four grandchildren. We are avid travelers, music lovers, and enjoy long walks and sunny days at the beach with friends and family.