Dave
Balestriere
CFP®
Here to act in your best interests
About me
I’m passionate about working with families and developing strategies that can help them accomplish their financial and retirement goals. In my spare time, I enjoy spending time with my family and staying active by working out and playing sports with my kids.
Certifications
CERTIFIED FINANCIAL PLANNER™
Education
Bachelor of Science, Management Information Systems - University of Central Florida
Visit one of our Locations
Miami II - Boca Raton (West)
7900 Glades Road
Suite 310
Boca Raton, FL 33434
Phoenix - Virtual Advisors
4742 N. 24th Street
Suite 400
Phoenix, AZ 85016
Working with Us
The further you go in your financial life, the more complex it becomes. That’s why you need a partner who can help you plot a course. Whether you’re accumulating wealth, transitioning into retirement or strengthening your legacy, your financial planner is by your side along the way. From tax planning to estate planning, your planner can also tap into our in-house experts for an extra layer of financial planning insight as well as our client service associates who can provide you with additional resources and support.
Certain services provided on an educational and guidance basis only.
