Dave Leali, CLU, ChFC®
Head of Financial Planning
David started in the investment advice industry in 2000 at the private wealth management firm Dale K. Erhart, Inc as an Operations Manager. Since then he has worked in positions supporting advisors in writing comprehensive financial plans at Capital Panning Group, the AIG Financial Network and most recently as the head of the financial planning department for MML South Florida since 2017.
In 2007, he earned the Chartered Financial Consultant Designation from the American College, as well as the Chartered Life Underwriter designation in 2011. The financial planning department can help on both fee-based plans and non-fee based plans – this is something we can touch on in your individual town hall meetings. Dave is going to present on the concept of Wealth Building Cornerstones.