David A. Speranza Email & Phone Number
Private Wealth Advisor, AAMS @ Compass Asset Management Group
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David A. Speranza Location
- Poughkeepsie, NY, US
David A. Speranza Work
- Private Wealth Advisor, AAMS @ (February 2019 - Present)
- Financial Planner @ (March 2013 - February 2019)
- Financial Advisor @ (November 2005 - February 2013)
- Financial Consultant @ (November 2000 - November 2005)
David A. Speranza Education
- College for Financial Planning
AAMS (Accredited Asset Management Specialist Designation)
2001-2001 - DARREN HARDY, LLC
Business Master Class (BMC) (Business Mastery)
2022 - SUNY Empire State College
(Economics & Human Development)
- College for Financial Planning
David A. Speranza Skills
- Retirement Planning
- Estate Planning
- Series 7
- Portfolio Management
- Investments
- Strategic Financial Planning
- Mutual Funds
- Strategic Planning
- Budgets
- Financial Advisory
- Public Speaking
- Licensed Life Insurance Agent
- Insurance
- Entrepreneurship
- 401k Rollovers
- 401k
- Asset Protection
- Team Leadership
- Qualified Retirement Plans
- Fixed Annuities
David A. Speranza Summary
- David A. Speranza, based in Poughkeepsie, NY, US, is currently a Private Wealth Advisor, AAMS at Compass Asset Management Group. David A. Speranza brings experience from previous roles at Lincoln Financial Advisors, Securities America Inc. and A.G. Edwards & Sons, Inc.. David A. Speranza holds a 2001 - 2001 AAMS in Accredited Asset Management Specialist Designation @ College for Financial Planning. With a robust skill set that includes Retirement Planning, Estate Planning, Series 7, Portfolio Management, Investments and more. David A. Speranza has 2 emails and 1 mobile phone numbers on RocketReach.
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