David Disraeli is an author, professional educator, and financial Planner. He has been in financial services for over 30 years and published a book available on Amazon regarding his six part system for dealing with aging parents or other senior family members. David has been a broker, investment adviser, certified financial planner and founded The Personal CFO, Inc. in 2003.
• Comprehensive financial planning
• Estate Planning, Asset Protection, Risk Management
• Independent College Financial Aid Consultant
• Securities Industry Expert Witness – Sales practice violations, suitability, fraud detection, churning, litigation support, live testimony.