David-berns

David serves as the financial planning coordinator for TRUADVICE and ZENITH RETIREMENT.

Prior to joining, David spent eight years working as a private client banker for Wells Fargo and as a service advisor and banking relationship manager for Chase Bank.

David went to the University of South Florida, where he earned a Bachelor of Arts degree in psychology and a minor in finance.

In the future, David hopes to earn his RICP® designation, so he can expand his knowledge to assist with planning and executing retirement strategies. In his personal life, he would love to become a certified tennis pro and work with kids to teach them all about the game of tennis.

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