Wealth Management Practice built around a firm understanding of the principles that govern Wealth & Portfolio Management, Planning and Advising. My success is in sustaining long term client relationships and support, integrating planning with the use of a three level approach:
1. Financial, Retirement Income & Investment Planning - a holistic Financial Planning process: comprehensive, instructional, and forward thinking. This drives Levels 2 & 3, and tailors our approach to each client.
2. Wealth & Portfolio Management - fundamental analysis determines the level of equity to fixed-income exposure based on global geopolitical and economic affairs & markets. Technical analysis helps to provide the framework for appropriate investment selections. Portfolios are determined by client’s risk tolerance, goals, and time horizon.
3. Risk Management - seeking to avoid catastrophic losses.
David K. Zirretta, Financial Advisor, has been advising Affluent Families for over 18 years. In general, my principles attempt to produce consistent support and tailored solutions to the individual needs of our clientele and their families
- Community Services: Past President of the Board of the Edward A. Myerberg Senior Center, Finance & Strategic Planning Committee – Chestnut Ridge Country Club
- Chairman, Presidents and/or Masters Council - 1998 to present
- Portfolio Management Institute – 2005 to present
- Professional Portfolio Management
- Wealth Management
- Financial Planning
- Retirement Planning
- Business Succession Planning
- Estate Planning
- Series 7, 63, 65 & 31 Licensed
- Estate and Trust Certified, & Retirement Income Specialist
- Registered as a Commodity Futures Trading Commission (CFTC) Associated person of MSSB
- Long Term Care Insurance Licensed, and College Planning
- Health, Life, Annuity Insurance Licensed
- Bachelor of Science Degree - St. John Fishers College
- • National Mortgage Licensing Federal Registry #1255350 as an Associated person of MSSB.
- 2015: Over 18 years experience in Wealth Management and Financial Services
Mr. Zirretta is also registered with the National Mortgage Licensing Federal Registry #1255350 and Commodity Futures Trading Commission (CFTC) as an associated person of MSSB. Morgan Stanley* is registered with the CFTC as a Futures Commission Merchant (FCM) and is a member of the National Futures Association (NFA). Certain affiliates of Morgan Stanley* are registered with the CFTC as Commodity Pool Operators (CPO) and/or as Commodity Trading Advisors (CTA).
- Over 25 Years Experience in Business Development, Strategic Planning and Marketing
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Securities Agent: AR, AZ, CA, CO, DC, DE, FL, GA, IL, LA, MA, MD, MI, MS, NC, NH, NJ, NM, NY, PA, TN, TX, UT, VA, VT, WA, WV; General Securities Representative; Investment Advisor Representative; Transactional Futures/Commodities; Managed Futures