David Lewicki
Financial Planner | Working with individuals and business owners to clarify their financial picture and creating financial plans to meet their needs, wants, and wishes
- Role
- Financial Advisor at Npa Financial, Llc
- Location
- Clifton Park, NY, US
- LinkedIn followers
- 500 followers
About David Lewicki
WHY I do what I do: I care about people. I love helping them navigate money and financial decisions by forming healthy behavior and habits. WHAT I do: I work with individuals who want to PROTECT their families from unnecessary financial hardship, SAVE towards their goals (both short and long-term), and create a LEGACY that lasts from one generation to the next.HOW I do what I do: Because no two situations are the same, I believe the process of working together starts with a relationship and making sure I understand an individual’s needs, wants, and wishes. I do this by putting Process BEFORE Products.Everyone has different goals and needs when it comes to money. The financial advice you receive should always be specific to YOU!I realize that money and planning can often feel overwhelming – but developing healthy habits and being intentional about saving and investing is important in order to set yourself up for financial success.When I’m not working, I enjoy- Spending time with my wife, daughter, son, and our two dogs- Being outdoors hiking and paddleboarding – I’m also an Adirondack 46er- CrossFit - Working out needs to a sport for me to stay invested and interested- Golfing - I play golf, but anyone who’s played with me knows I’m not a golfer.
Experience
Financial Advisor
Jan 2022 — Present · Clifton Park, NY, US
David Lewicki is a Registered Representative and Investment Adviser Representative of/ and offers securities and investment advisory services solely through Equity Services, Inc, Member FINRA/SIPC, 354 Mountain View Drive, Suite 200, Colchester, VT 05••••••••19. NPA Financial is independent of Equity Services, Inc. In CO, MO, NH and WI, Equity Services, Inc. operates as Vermont Equity Services, Inc. National Life Group® is a trade name of National Life Insurance Company (NLIC), Montpelier VT, and its affiliates. Equity Services, Inc. is a Broker/Dealer and Registered Investment Adviser affiliate of NLIC. An “endorsement” of this individual is not a referral of him for investment advisory services and may not reflect others’ views or experience. TC12•••••••53
Education
Post University
Bachelor's degree, Accounting
2017 — 2020
Russell Sage College
Bachelor's degree, Accounting
2015 — 2016
The American College of Financial Services
Chartered Financial Consultant (ChFC®)
2023 — 2025
Find verified contacts for anyone on LinkedIn
Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.
Free plan included · No credit card required
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.