David Smarrelli CFP®, CLU®, ChFC®
I offer total financial needs analysis through a network of experienced professionals with expertise in:
- Advisory services
- Retirement analysis and programs
- Estate strategies
- Employee benefit and retention services
- Business continuation strategies
- Trust services*
*Trust services offered through the MassMutual Trust Co., FSB
I am a graduate from Penn State University with a Bachelor of Science degree in Civil Engineering. I worked as a Civil Engineer for four years before realizing I wanted to have a more fulfilling career and work more closely with people. I made the career change and have been working as a financial services representative since early 2002.
I reside in Mars, PA with my wife, Cara, and our daughter, Alexa.
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