David DeSantis - Associate Financial Advisor, Ameriprise Financial Services, LLC
11714 Northeast 62nd Terrace, The Villages, FL 32162
About the Business
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David DeSantis is an Associate Financial Advisor at Ameriprise Financial Services, LLC located at 11714 Northeast 62nd Terrace, The Villages, Florida, United States. David holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CFP®, Certified Fund Specialist, ChFC®, Chartered Financial Consultant®, Chartered Special Needs Consultant, CIMA®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. David is dedicated to providing comprehensive financial planning services to individuals, retirees, small business owners, and high net worth clients. David's expertise covers asset management, investment strategies, estate planning, retirement planning, and insurance products. With a strong focus on ethics and professionalism, David ensures that clients receive expert advice and guidance in all aspects of their financial planning journey.
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Location & Phone number
11714 NE 62nd Terrace #100, The Villages, FL 32162, United States
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- Financial Advisor
- Audit & Consulting
- Asset Management
- Comprehensive Wealth Management
- Customized Investment Strategies
- Estate Planning
- Financial Advice
- Financial Advisor
- Financial Consultant
- Financial Consulting
- Financial Future Planning
- Financial Goal Setting
- Financial Goals
- Financial Guidance
- Financial Health Assessment
- Financial Literacy Education
- Financial Peace Of Mind
- Financial Plan Review
- Financial Planning Advice
- Financial Planning Services
- Financial Risk Management
- Financial Security Planning
- Financial Services
- Financial Strategies
- Holistic Financial Planning
- Insurance Planning
- Investment Advice
- Investment Planning
- Investment Portfolio Management
- Long-Term Financial Planning
- Personalized Financial Planning
- Portfolio Management
- Retirement Advice
- Retirement Income Strategies
- Retirement Investment Options
- Retirement Planning
- Retirement Savings Plans
- Tailored Financial Advice
- Tax Planning
- Wealth Management
- Wealth Preservation Strategies
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