David Correale Jr.
CERTIFIED FINANCIAL PLANNER™

Financial Consultant

Phone: 610-993-9200
E-mail:
 

As a Financial Consultant who holds the CERTIFIED FINANCIAL PLANNERTM  designation (CFP®), David works with clients by understanding their needs and their lifelong aspirations. He coordinates with each client as a "financial tour guide" and embarks on a lifelong journey with them to provide clarity along the road. David guides his clients along their financial journey and is driven to make a difference in their lives. He is an asset to his clients, providing retirement income distribution strategies, comprehensive investment planning, and goal-based wealth management services.

David graduated Saint Joseph’s University with a B.A. in Finance. He is an active member within the Saint Joseph’s alumni society; serving on the board of the Financial Services Alumni Chapter. He is a member of Applebrook Golf Club in Malvern, Pa. In his free time, David enjoys golf, soccer, basketball and traveling.

Clients board with David as their financial guide to help them develop a strategy to help avoid turbulence and retirement delays on their way to pursuing financial freedom.