LPL Financial, David Zavarelli, CFP®

LPL Financial, David Zavarelli, CFP® is a Financial Planner in Milford, CT. David Zavarelli is a CERTIFIED FINANCIAL PLANNER® professional with more than 20 years of industry experience. He holds Series 7, 24, 53, 63, and 66 securities registrations through LPL Financial, along with Connecticut Life, Health, and Long-Term Care insurance licenses. Brian serves as the Client Services Associate, supporting the firm’s operations. The practice provides financial planning, income planning, wealth management, risk management, estate planning, and trust services to individuals and families. He earned the CFP® designation in 2011 after completing coursework at Fairfield University. He has been quoted by CNBC, Financial Advisor magazine, The Economist, and Bloomberg. David 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 and participated in the Pro Bono Financial Planning Initiative. Brian is pursuing a Bachelor’s degree in Finance at Post University and previously played collegiate hockey at Manhattanville College. The firm’s process begins with identifying goals, priorities, and preferences to develop a detailed plan. This approach aims to create financial security and reduce the impact of disability or sudden income loss. David designs portfolios to fit risk tolerance while striving for tax efficiency. Through The Private Trust Company, an affiliate of LPL Financial, the firm serves as trustee, agent for family member trustees, or successor to grantor trustees. The firm also advises business owners on retirement plan options and income risk strategies. David lives in Milford, Connecticut, and enjoys hiking, boating, and traveling. Brian has lived in Trumbull since he was three years old and enjoys exercise, golf, and spending time with family. The business holds a 5.00 rating based on customer reviews. Clients value the thoughtful financial strategies and personalized service provided by the team. LPL Financial, David Zavarelli, CFP® helps Milford residents pursue their financial goals with confidence through detailed, ethical financial planning.

The office is located on Naugatuck Ave in Milford, Connecticut, just a tenth of a mile from Walnut Beach Green. It sits about half a mile from both Walnut Beach and Walnut Beach Park.

BizScoreAI gives the business a Technical score of 82 out of 100, which means the website is technically sound and secure so search engines can read it without errors. The Discoverability score is 75 out of 100, ensuring AI crawlers can find every page so the business can be recommended by AI assistants.