Book an appointment online: https://meetme.so/davidrmailloux
David is a practicing Financial Planner and Managing Partner of WealthCare Investment Partners, LLC. He holds a Bachelors of Science degree in Finance from Providence College and focuses on Estate, Financial, Wealth, Tax, and Elder Care Planning.
David currently holds Series 6, 7, 24, 26, 63 and 65 Securities Registrations as well as various insurance licenses in the areas of Life, Fixed and Variable products, Accident, Health and Long Term Care. David also holds the certification of Accredited Investor Fiduciary, AIF® and has completed the educational requirements to obtain his CERTIFIED FINANCIAL PLANNER™ (CFP®) certification.
David started his career in 1986 working as a Registered Representative with First Investors Corporation, a Wall Street based investment firm. In 2010, Portsmouth Financial formed a strategic partnership with Corriveau Wealth Management and became known as WealthCare Investment Partners, serving clients in over twenty states. We are now registered with the SEC as our own Registered Investment Advisor Firm, allowing us the opportinuity to partner with the best custodial firms catering to RIA practices in the industry.
David lives in Portsmouth, RI and enjoys hockey, coaching, cooking and traveling.
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