David Plouffe

WORK HISTORY

EDUCATION

ABOUT DAVID PLOUFFE

I am a Wealth Advisor and CERTIFIED FINANCIAL PLANNER® practitioner at Moneco Advisors, where I partner with individuals, families, and small businesses to create financial strategies that reflect their goals, values, and life priorities. My role centers on building strong relationships, delivering personalized planning, and helping clients make informed financial decisions with confidence.My interest in finance began early, inspired by my grandfather’s decades-long career in the industry. Our many conversations about investing and planning for the future sparked my curiosity and ultimately shaped my career path. That passion deepened at Fairfield University’s Charles F. Dolan School of Business, where I earned degrees in finance and business analytics and graduated Summa Cum Laude in 2023. During college, I gained hands-on experience through multiple internships in wealth management and financial planning, including two with Moneco Advisors.Today, I hold my Series 65 license and the CFP® certification, enabling me to provide comprehensive, fiduciary-level guidance. Whether it’s planning for retirement, growing a business, or navigating a major life change, I aim to create strategies that fit each client’s unique circumstances.Outside of work, I enjoy cooking, hiking, listening to music, exploring anything automotive, and spending time with friends, family, and my dog.