David DePalma
David DePalma brings more than a decade of wealth management and financial planning experience to his position at Periscope. With a firm commitment to continued education, he has earned several accreditations in his field—two of which are highly regarded in the financial services industry for financial planners, the Chartered Financial Consultant (ChFC®) and CERTIFIED FINANCIAL PLANNERTM professional (CFP®).
David is also a Chartered Retirement Planning Counselor (CRPC) and serves as Director of Employer Benefits for the Periscope team. His proficiency in this field includes establishing and maintaining group health plans, pensions, 401ks, deferred compensation and executive benefit plans.
Whether he’s advising enterprise-level corporate clients or individual investors, his objective remains the same: to provide customized comprehensive financial plans that meet and exceed expectations.
CFP® and CERTIFIED FINANCIAL PLANNERTM are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board’s