David Sorrentino has been in the Wealth Advisory industry since 2005 and specializes in helping individuals as well as business owners reach their financial goals. Knowing that each client is unique, David believes it is vital to have a clear understanding of a clients concerns, needs and objectives.
Once the client’s goals have been established, he creates a customized financial plan to help put people on the path to achieve financial success. It is also equally important to monitor and update a financial plan (at least annually) as life constantly changes.
David takes great pride in helping his clients navigate these twists and turns that life inevitably throws in our direction.
As an independent investment advisor David has the freedom to provide people with unbiased financial advice that have their financial goals as paramount.
David graduated from Hofstra University in 1998 and lives with his wife and two children in Mount Sinai, NY .