Century Heritage Financial Advisors
David Priore, CFP®
LPL Financial Advisor
Century Heritage FCU
700 Regis Ave
Pittsburgh, PA 15236
For more than 20 years, through workshops and personal interviews, I’ve helped my clients make sound financial decisions – decisions that have stood the test of time. Taking into account investment time-line, investment objectives and risk tolerance, I can help you develop a personalized plan that works toward meeting four key financial goals:
- Wealth accumulation during your working years.
- Managing your investments
- Confidence and independence in your retirement years, and
- Estate and Inheritance planning
Periodically, we will review your plan and make adjustments as needed. As your financial needs evolve, I can help you make sure your plan stays on track.
Helping clients plan for retirement is one of my primary services. My job is to help you – whatever your age – create a sound strategy to work towards your retirement goals – a strategy that addresses these important questions:
- Is your retirement money invested properly?
- Will you have enough income in retirement?
- What should you do with an existing retirement plan from a previous employer?
- Is your insurance up to date and is the coverage adequate?
- How will you pay for long-term care?
It’s easy to get started. Please contact me for a no-cost, no-obligation consultation.
My Professional Experience…
- CERTIFIED FINANCIAL PLANNER™
- Over 20 years experience as Financial Advisor, including 12 years as a manager.
- FINRA registered. Securities registrations currently held through LPL Financial.
- Licensed Insurance Agent.
My Professional Services
- Retirement Planning
- Investment Management and Planning
- Portfolio Management
- Tax-advantaged Investment Planning
- Wealth Preservation
- Insurance Planning
Securities and advisory services offered through LPL Financial, a registered investment advisor, member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates. Century Heritage Federal Credit Union and Century Heritage Financial Advisors are not registered broker/dealers and are not affiliated with LPL Financial.
|Not NCUA Insured | No Credit Union Guarantee | May Lose Value
Not Guaranteed by any Government Agency | Not a Credit Union Deposit
The LPL Financial Registered Representatives associated with this site may only discuss and / or transact securities business with residents of the following states: PA, FL, OH.