David Boffa Email & Phone Number
Life Insurance Strategist @ Crump Life Insurance Services
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David Boffa Location
- Cleveland, OH, US
David Boffa Work
- 2022 -now Life Insurance Strategist @
- 2020 -now Insurance Strategist, @
- 2013 -2020 Board Member @ Child Guidance & Family Solutions
- 2017 -2020 Wealth Strategy Associate @
- 2009 -2017 Business Development Consultant @
- 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
- Wealth Management Services
- Health
- Annuities
- Portfolio Management
- Investments
- 401k
- Asset Allocation
- Investment Advisory
- Asset Managment
- Compliance
- Wealth Management
- Mutual Funds
- Strategic Financial Planning
- Investment Strategies
- Risk Management
- Asset Management
- Asset
- Financial Analysis
- Succession Planning
- Strategic Financial
- Funding
- Retirement
- Options
- Series 7
- Securities
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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