David Smarrelli, CFP®, CLU, ChFC

David Smarrelli, CFP®, CLU, ChFC

Domicile State: PA
Phone: (412) 562-4457
E-mail:
 

Knowledge is the key to a successful financial future. My background, experience and commitment to providing you with the resources you need to make financial decisions, can help make your financial future as successful as you need it to be.   I pride myself in getting to know each client so that I can understand their individual needs and what matters most to them.  This helps me recommend products and strategies designed to help meet their current needs, and more importantly, their future needs.
 
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 am a CERTIFIED FINANCIAL PLANNER™ professional.  The CFP® certification process, administered by CFP Board, identifies to the public that those individuals who have been authorized to use the CFP® certification marks in the U.S. have met rigorous professional standards and have agreed to adhere to the principles of integrity, objectivity, competence, fairness, confidentiality, professionalism and diligence when dealing with clients.

I reside in Mars, PA with my wife, Cara, and our daughter, Alexa.

I am a registered representative of and offer securities, investment advisory services and financial planning through MML Investors Services, LLC, Member SIPC (www.sipc.org). Supervisory address: Six PPG Place, Suite 600, Pittsburgh, PA  15222 (412) 562-1600.