Managing Director, Executive Financial Advisor
David Germano

Experience: Started career in 1999. 

Education: B.S. in Finance from Ithaca College 

David is a CFP® Professional who spends the majority of his time working with physicians and medical practices. After graduating from Ithaca College, David worked side-by-side with his father, Donald Germano, for 17 years.

David’s community involvement includes serving as a member of Rochester Regional Health Foundation’s Board of Directors. He has previously served on the Board of Directors for the Center for Dispute Settlement, where he served as the board chair. David is an alumnus of McQuaid Jesuit High School and previously served on the school’s advancement committee. He is a member of the Estate Planning Council of Rochester, and is a past member of the Board of Directors.

David resides in Pittsford, New York, with his wife Chandra and their daughter, Briella.

Let’s Talk

Schedule a Conversation Today

Click below to schedule a short conversation with our Concierge Desk.

They will work with you to understand your needs and coordinate with the right advisor for your situation.

 Schedule a Meeting

Already a client? Click here to contact us.