Cerity Partners is a leading independent wealth management firm dedicated to helping hardworking individuals and families make the most of what they have earned. We understand that union workers in New York State have unique financial needs - from navigating pension benefits and deferred compensation to planning for a secure retirement after years of dedicated service. Our team of experienced advisors works alongside union members to help them understand their benefits, protect their families and build a financial plan that reflects their values and goals - with clear, honest advice and no hidden agendas.
David is a Partner based in Cerity Partners' Albany, NY office, where he leads the growth and expansion of the firm's Workplace Solutions business. If you are ready to take control of your financial future, David and the Cerity Partners team are here to help. Reach out today to schedule a complimentary consultation and take the first step toward a financial future as strong as your work ethic.
