David N. Ivancic
Certified Financial Planner™
A CERTIFIED FINANCIAL PLANNER ™ Professional, David has 14 years of experience in the financial services industry.
He employs a variety of strategies specific to the individual situation of each client to help them to create and preserve wealth.
With a background in Foreign Language Education, David helps clients understand how the choices they make influence the direction their progress takes
As a former teacher, he understands the unique concerns of public employees and the options available to them.
Holding a FINRA Series 7, Series 63 and New York State Insurance license for Life, Accident and Health, David is able to provide clients with the choices necessary to encompass a well-structured portfolio.
He is a member of the Financial Planners Association and the Financial Planning Counselors of WNY.
David can be heard on the SC Parker Financial Radio Show every weekend on WECK 102.9 FM.
He and his wife Peggy live in Kenmore where they raised their son Alex. When not in the kitchen, he is often found in the garden creating space for another new plant.
JEFFREY HAHN
“Our goal is providing financial benefit at the highest level of quality, professionalism and friendliness”