Personal Financial Counselor, Financial Planner, AFC®, CFP®, MBA

DAVID R. DEPIAZZA, BSME, MBA, AFC®, CFP®

*** ******* **, *****, ** 13502

Mobile: 315-***-**** – w9x8d1@r.postjobfree.com

OBJECTIVE: To obtain a Financial Counseling position in a military environment that exploits the skills that I have developed through my BSME, MBA, Financial Planning Certifications, 6 years of Financial Planning/Counseling Experience, Sales/Customer Service Experience, and 5+ years of Engineering Experience.

EDUCATION: University of Central Florida - 2008

Certified Financial Planner required coursework - GPA 3.333 of 4

University of North Carolina at Pembroke - 2004

Master of Business Administration - GPA 3.455 of 4

Syracuse University - 1995

Bachelor of Science in Mechanical Engineering

SKILLS & QUALIFICATIONS SUMMARY:

Financial Services

• CERTIFIED FINANCIAL PLANNER™ Practitioner since 9/2009

• Accredited Financial Counselor® since 2/2011

• Military Culture & Counseling in Military Environment

• Life, Health, Variable Annuity Licenses

• Series 7, Series 66 Licenses

• Public Speaking

Business Skills

• Project Management

• Sales, Marketing

• Customer Service

• Finance & Investment Analysis

• Training Others, Leadership

• Strategic Management

EXPERIENCE:

PLAN.PROTECT.INVEST. (D.B.A.) Orlando, FL & Utica, NY

Owner, Lead Financial Planner Nov. 2009 – Present

• Responsible for Operations, Management, Compliance, Marketing and Sales of the firm.

• Created Business and Strategic Marketing Plans and implimented them.

• Obtained Military Contracts to provide financial counseling to military service members and their families.

• Deliver financial planning services, product advice and education to clients.

• Emphasis on Three narrow Market Segments: 403b, HNW, Military

METLIFE Orlando, FL

Financial Advisor June 2006 – Nov. 2009

• Consultative Sales of Financial Products, Individual & Group Education

• Specialization in investment strategies using non-correlated alternative investments as well as guaranteed income products.

• Focus on teaching financial education programs in the work place.

VOLUNTEERISM, MEMBERSHIPS & ASSOCIATIONS:

• COMPEER; Vet-2-Vet program: Volunteer as a Debt & Credit Counselor to Veterans

Past Activities:

• Orange County (FL) Young Republicans

• BSA Golden Eagle Fund Raiser, Table Chair & Vice Chair

• Heart of Florida United Way Fund Distribution Panel

• East Orlando Chamber of Commerce

• Metro Orlando Economic Development Commission

• Orlando Young Professionals

• Habitat for Humanity

• Jaycees

ADDITIONAL MERITS:

• Order of the Engineer

• BSA Eagle Scout

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