David Lazzaro Email & Phone Number
SVP Investments @ Stirlingshire
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David Lazzaro Location
- New York, NY, US
David Lazzaro Work
- 2025 -now SVP Investments @
- 2010 -now Managing Member @
- 2020 -2025 Financial Advisor @
- 2010 -2019 Investor Coach @
- 1996 -2010 Senior Associate @
David Lazzaro Education
- Montclair State University
Bachelor of Science - BS (Concentrations in Finance & International Business)
1990-1995 - The American College
ChFC® Chartered Financial Consultant® (CLU® Chartered Life Underwriter®)
David Lazzaro Skills
- Investment Advisory Services
- Independent Financial Advice
- Coaching
- Business Planning
- Financial Analysis
- Financial Risk Management
- Consulting
- ETFs
- Fixed-Income Investing
- Roth IRAs
- Insurance
- Annuities
- Retirement Planning
- Wealth Management
- Financial Advisory
- Securities
- Finance
- Investment Advisory
- Estate Planning
- Investments
- Asset Management
- Mutual Funds
- Asset Allocation
- Portfolio Management
- Financial Services
- Retirement
- Investment Strategies
- Investment Management
- 401k
- Strategic Financial Planning
- Alternative Investments
- Tax
- Pensions
- Life Insurance
- Fixed Annuities
- Long-term Care
- Small Business
- Series 63
- Asset Protection
- Wealth Accumulation
- IRAs
- Series 7
- Benefits
- Strategy
- Long Term Care
- Wealth
David Lazzaro Summary
- David Lazzaro, based in New York, NY, US, is currently a SVP Investments at Stirlingshire. David Lazzaro brings experience from previous roles at DJL Wealth Management LLC, Money Concepts and DJL Wealth Management, LLC. David Lazzaro holds a 1990 - 1995 Bachelor of Science - BS in Concentrations in Finance & International Business @ Montclair State University. With a robust skill set that includes Investment Advisory Services, Independent Financial Advice, Coaching, Business Planning, Financial Analysis and more. David Lazzaro has 1 emails on RocketReach.
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