David Zavarelli, Financial Advisor, LPL Financial

David Zavarelli, Financial Advisor, LPL Financial CERTIFIED FINANCIAL PLANNER™ Professional

Please "Like" this page for timely investment informati We also examine assets, liabilities, net worth and cash flow.

Specialties:

-Retirement planning during working years
-Retirement income generation when in retirement
-Planning college savings including cost projection
-Life insurance to protect families or ensure business continuity
-Creating income stream should someone no longer be able to work due to becoming disabled
-Allowing seniors to maintain their dignity and independence late in their retirement y

ears.
-Providing retirement benefits to business owners for their families, and for their employees

I begin with assisting clients to define their financial goals. Once we determine goals, I guide them through a process of assessing their true risk tolerance. I then develop and present a strategy to make sure that we can meet their important objectives. We talk about risks that could greatly disrupt the strategy and determine if we can minimize them. The last thing we want to do is devise a strong plan, only to have it derailed by something that we may have been able to plan for. Once the course is set, we implement the plan. Some clients choose to do business on a fee-based basis, where our incentives are clearly aligned. For others, a commission model will just make better sense. I put great effort into explaining the costs and benefits of each option and my clients make the final decision. After implementation, we agree on a schedule that we’ll monitor progress towards the goal and tweak the strategy as needed. I am series 7, 24, 53, 63, and 66 licensed. I also have my CT Life and Health Insurance license and am CT Partnership for Long Term Health certified. Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC. www.finra.org, www.sipc.org. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. For a list of states in which we are registered to do business, please visit www.davidzadvisors.com

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER(tm) and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.

I was honored to be part of President Dr. Jesse Bernal's recent investiture. I even got to meet Governor Ned Lamont.
04/09/2026

I was honored to be part of President Dr. Jesse Bernal's recent investiture. I even got to meet Governor Ned Lamont.

03/24/2026

How much might you receive if your company fails before pension benefits begin?

03/23/2026

The term "stagflation" was first used by Tory Iain Macleod in 1965 to describe a situation where inflation and stagnation occur together, but the current economy is more similar to a "slowflation" situation.

03/22/2026

About 20% of eligible taxpayers do not claim the Earned Income Tax Credit.

03/21/2026

If you long for freshly picked produce but don’t know where to start, try these sure-fire winners.

03/20/2026

When things go bad, pessimism is often the first line of defense. Strengthening the optimism muscle lets us see more solutions and possibilities and build our careers.

03/19/2026

How high can oil and gas prices go? Rising tensions with Iran threaten global supply through the Strait of Hormuz, raising the risk of another major energy shock.

03/18/2026

Energy price volatility is part of an increasingly complicated inflation picture in the United States.

03/17/2026

Here's why oil prices are rising faster than gasoline prices. Pump prices are now at their highest level at any time under President Donald Trump.

03/16/2026

There are some steps you can take if you're having trouble paying your student loans.

03/15/2026

Preparing for what comes next involves more than just investors’ interpretation of how Iranian drones or White House rhetoric will feed through into oil prices.

Address

55 Naugatuck Avenue
Milford, CT
06460

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Website

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