David  Pereira,  CFP<sup>&reg;</sup> - Financial Advisor

David Pereira, CFP®

CLU, LUTCF

Financial Representative

Modern Woodmen of America

36 Country Club Road, Suite 822
Gilford, NH 03249
(603) 524-2005

General

David Pereira is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Modern Woodmen of America in Gilford, NH and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 6, 26, 63, 65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Chartered Financial Consultant (ChFC®)

Insurance Licenses

  • Life insurance
  • Health/disability insurance

Financial Advisor's Specialties

Comprehensive Financial Planning, Annuities, Asset Allocation, Career Change, Investment Management, Getting Divorced, Getting Married, Mutual Funds, Insurance, Job Loss, Retirement, Succession Planning, Long-term Care

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Helpful Financial Planning Resources