David Zavarelli, CFP LPL Financial

David Zavarelli, CFP LPL Financial is a Financial Planner in Danbury, CT. The firm offers financial planning, income planning, wealth management, risk management and insurance, estate planning, and trust services. David Zavarelli is a CERTIFIED FINANCIAL PLANNER® professional who earned the designation in 2011 after completing coursework at Fairfield University. He holds Series 7, 24, 53, 63, and 66 securities registrations through LPL Financial, as well as Connecticut Life, Health, and Long-Term Care insurance licenses. With more than 20 years of industry experience, he has been quoted by CNBC, Financial Advisor magazine, The Economist, and Bloomberg. Brian serves as the Client Services Associate, supporting client service and gaining experience while pursuing a Bachelor’s degree in Finance at Post University. The business holds a rating of 5.00 based on customer reviews. The planning process begins with identifying goals, priorities, and obstacles, followed by a detailed review of the client’s situation to sketch a preliminary plan. The firm develops an easy-to-follow roadmap that addresses important areas and outlines steps to conquer potential obstacles, aiming for maximum returns via a solid, tax-efficient portfolio. The plan adapts as life changes and new priorities emerge. The firm works with clients and their attorneys to design estate plans and serves as trustee or agent for family member trustees through The Private Trust Company, an affiliate of LPL Financial. They advise business owners on retirement plan options and identify strategies to manage risks to income and address tax concerns. David Zavarelli serves as President of the Western Connecticut State University Alumni Association and sits on the Board of Directors of the WCSU Foundation, where he is a member of the Investment Committee. He previously served on the Board of Directors of the Financial Planning Association’s Fairfield County Chapter. The firm provides specialized financial planning and wealth management services to individuals and families in Danbury, CT.

The firm is located on Miry Brook Road, just a short distance from Lees Pond and the Wooster Heights neighborhood.

BizScoreAI gives the website a technical score of 82 out of 100, ensuring search engines can read the site without errors. The site also earns a discoverability score of 75 out of 100, which allows AI crawlers to find every page so the business can be recommended by AI assistants.