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David Caterisano

David Caterisano

Registered Representative

David is a retired Coast Guard veteran with 15 years of dedicated service to his country. During his tenure, he honed his skills in leadership, discipline, and problem-solving, which have seamlessly transitioned into his second career in financial services.

With five years of experience in the financial industry, David has become a trusted Financial Professional in his community, particularly in Connecticut, where he resides with his family. His passion for helping others extends beyond his military service, as he now focuses on assisting individuals and families in achieving their financial goals and securing their futures.

David offers a comprehensive range of products tailored to meet various insurance and financial needs. Whether it's planning for college funding, retirement, managing costs for extended periods of care, or devising lifetime income strategies, David provides personalized solutions to suit each client's unique circumstances.

Beyond his professional endeavors, David finds immense joy in spending quality time with his family. He understands the importance of balancing work and personal life, and he strives to create lasting memories with his loved ones.

For guidance and tailored financial strategies, David invites you to reach out to him. He is committed to fully analyzing your needs and recommending appropriate strategies to help you achieve financial balance and peace of mind.