David J. Boczar,  CFP<sup>&reg;</sup> - Financial Advisor

David J. Boczar, CFP®

CFA

Emerald Wealth Advisors

191 Post Rd W
Westport, CT 06880
(203) 221-2623

General

David Boczar is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Emerald Wealth Advisors in Westport, CT and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Chartered Financial Analyst (CFA)

Insurance Licenses

  • Life insurance: CT, NY, NJ, MA, FL
  • Health/disability insurance: CT, NY, NJ
  • Property/casualty: CT
  • Fixed annuities: CT, NY, NJ

Financial Advisor's Specialties

Comprehensive Financial Planning, Asset Allocation, Investment Management, Estate Planning, Employee Benefits, Getting Divorced, Insurance, Retirement, Long-term Care, Succession Planning, Sudden Wealth, Women's Finances

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Helpful Financial Planning Resources