David Boffa Location

Cleveland, OH, US

David Boffa Work

  • 2017 - 2020 Wealth Strategy Associate @ UBS Group AG
  • 2009 - 2017 Business Development Consultant @ CPI Insurance Partners
  • 2009 - 2015 Board Member @ Battered Women Shelter
  • 2009 - 2015 Board Member @ Rape Crisis Center of Medina and Summit Counties
  • 2007 - 2009 Business Developement Consultant @ Key Private Bank
  • 2002 - 2006 Advanced Insurance Designer @ McDonald Investments
  • 1996 - 2001 Advance Designer @ Pacific Life

David Boffa Education

  • Kent State University

    (Economics)

    1987 - 1991
  • Granville high

    General

    1984 - 1987

David Boffa Skills

  • Alternative Investments
  • Estate Planning
  • Series 63
  • Financial Advisory
  • Health And Annuitie License
  • Fixed Annuities
  • Insurance
  • Life
  • Retirement Planning
  • Financial Planning

David Boffa Summary

David Boffa, based in Cleveland, OH, US, is currently a Life Insurance Strategist at Crump Life Insurance Services. David Boffa brings experience from previous roles at Truist, Child Guidance & Family Solutions, UBS Financial Services, Inc. and Comprehensive Planning, Inc.. David Boffa holds a 1987 - 1991 Kent State University. With a robust skill set that includes Alternative Investments, Estate Planning, Series 63, Financial Advisory, Health And Annuitie License and more. David Boffa has 2 emails and 2 mobile phone numbers on RocketReach.

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