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As a global speaker and financial educator he has had nearly 900 speaking engagements spanning the United States, Canada, Great Britain, and UAE which have catalyzed financial independence for individuals and family units. Today, as founder and managing director of First American Advisors, Inc, David answers the call of clients who wish to go beyond simple sustainability and live the retirement of their dreams by preserving capital and implementing solutions for lifetime income and legacy. (First American Advisors, Inc. – parent of Annuity Educator – is an independent insurance agency with the financial resources and financial planning abilities that win new business through observable and continuous results.)
David offers particular expertise on annuities and retirement planning. Clients leave his consultation sessions knowing “the search is over;” they’ve found a company with deep insight into unique financial goals, and the willingness to build financial solutions not solely from the power of the product, but also from the needs of the individual. David treats each financial future as an extension of his own. His clients, and all such clients for that matter, deserve nothing less than a savvy financial agent in tune with the human element of retirement planning and reliant on the success of their clients as part of their own legacy. This is where David not only delivers, but shines.