David Caccamo
Secretary Board of Directors @Miracle League Of The Lehigh Valley
Signup · Get unlimited contacts
WORK HISTORY
Secretary Board of Directors @Miracle League Of The Lehigh Valley
Allentown, PA, US
EDUCATION
Onondaga Community College
Associates, Bus. Admin. and Management
The American College of Financial Services
Chartered Leadership Fellow, CLF
ABOUT DAVID CACCAMO
After 30 years of educating, coaching and mentoring others to become financial services professionals, I have chosen to go into private practice providing one-on-one consultation to clients. What you will get is a passionate, professional advisor with expertise providing value added advice regarding risk management through insurance bases products, strategic business planning, and financial planning focused around wealth accumulation and lifetime income distribution planning. I look forward to being able to serve in an industry of which I have such an immense passion! Together we explore! By guiding, not telling, together we establish a sound financial plan focused on today with a vision for tomorrow! Financial planning and investment advisory services offered through Sequent Planning, LLC, a Registered Investment Adviser (RIA). Insurance products, Legal, Tax and Accounting advice are not offered through Sequent Planning. Caccamo & Associates Financial Group and Sequent Planning are not affliated.
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.