David A. Zavarelli,  CFP<sup>&reg;</sup> - Financial Advisor

David A. Zavarelli, CFP®

Financial Advisor

LPL Financial

83 Wooster Heights Rd, Suite 125
Danbury, CT 06810
FINANCIAL ADVISOR'S WEBSITE
(203) 747-8911 CONNECT WITH David
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General

David Zavarelli is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at LPL Financial in Danbury, CT and the surrounding communities.

Financial Advisor Overview

As an independent Financial Advisor, I am truly able to do what is right for my clients. Absent of any pressure to sell proprietary products or services that do not suit client’s needs, I am able to fully commit my time and energy to customize a strategy to best help them meet their financial goals. As a business owner, I am now able to build a practice that puts the most important component in the middle: my valued clients. Partnering with LPL Financial, the nation’s leading independent broker dealer*, means that I have full access to the diverse tools and solutions that clients need. Planning for retirement and navigating markets can be confusing. I provide one-on-one consultation and advice to help clients understand how their current and future savings and investing efforts can help them reach their specific goals. I help clients develop strategies to maximize tax efficiency and manage risk. Specialties: • Retirement planning during working years • Retirement income generation in retirement • Planning college savings, including cost projection • Life insurance to protect families or ensure business continuity • Generating an income stream should one no longer be able to work due to becoming disabled • Allowing seniors to maintain their dignity and independence late in their retirement years • Providing retirement benefits to business owners for their families, and for their employees Securities offered through LPL Financial, Member FINRA/SIPC. For hyperlinks to FINRA and SIPC refer to 'Contact Info' section above. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The LPL Financial registered representatives associated with this page may only discuss and/or transact business with residents of the following states: CT, FL, MA, NJ, NY, NC, PA, SC, TN

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Financial Advisor Experience

Having worked in a traditional brokerage firm environment, a bank, and now as an independent Financial Advisor, I am uniquely qualified to understand the planning needs of a diverse set of circumstances and individuals. I am a CERTIFIED FINANCIAL PLANNER(TM) Practitioner and believe in doing only what is right for my clients.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 24, 53, 63, 66

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Insurance Licenses

  • Life insurance: CT, TN, FL, NC
  • Health/disability insurance: CT
  • Fixed annuities: CT, TN, FL, NC
  • Variable annuities: CT, TN, FL, NC

Broker-Dealer Affiliation

LPL Financial

Broker-Dealer Disclaimer

Securities offered through LPL Financial, Member FINRA/SIPC.

Financial Advisor's Specialties

Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Annuities, Banking, Charitable & Planned Giving, Asset Allocation, Cross-border Planning, Career Change, Corporate Finance, Estate Planning, Investment Management, Limited Partnerships, Employee Benefits, Getting Divorced, Mutual Funds, Insurance, Job Loss, Real Estate, Retirement, Stocks & Bonds, Life Planning, Long-term Care, Succession Planning, Sudden Wealth, Men's Finances, Nontraditional Households, Personal Taxes, Women's Finances

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Helpful Financial Planning Resources