David Boffa
Insurance Strategist,
- Role
- Insurance Strategist, at Truist
- Location
- Cleveland, OH, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
About David Boffa
Specialties: Estate, insurance and business succession planning **Registered…
Experience
Insurance Strategist,
Mar 2020 — Present · OH, US
Education
Kent State University
Economics
1987 — 1991
Granville high
General
1984 — 1987
Skills
- Insurance
- Series 63
- 401k
- Investment Strategies
- Alternative Investments
- Series 7
- Wealth Management
- Securities
- Estate Planning
- Portfolio Management
- Compliance
- Funding
- Investments
- Succession Planning
- Asset Managment
- Annuities
- Asset
- Fixed Annuities
- Options
- Wealth Management Services
- Asset Management
- Investment Advisory
- Asset Allocation
- Mutual Funds
- Risk Management
- Financial Advisory
- Financial Planning
- Retirement
- Strategic Financial Planning
- Retirement Planning
- Life, Health and Annuitie License
- Financial Analysis
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