David M. Germano

CFP

David is a Certified Financial Planner™ who spends the majority of his time working with physicians and medical practices.

David received his B.S. degree from Ithaca College, majoring in finance. Upon graduation, David joined his father, Donald Germano, and the two of them worked side-by-side for 17 years.

David’s community involvement includes serving as a member of the Board of Directors for the Center for Dispute Settlement, where he previously served as the Board Chair.  David is also a member of Rochester Regional Health Foundation’s Board of Directors. He is a past member of the McQuaid Jesuit High School Advancement Committee.

David is a member of the Estate Planning Council of Rochester, and currently serves on the Executive Committee.

A graduate of McQuaid Jesuit High School, David currently resides in Pittsford with his wife Chandra and their daughter, Briella.

David M. Germano is a Registered Representative offering securities and advisory services through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. Beltz Ianni & Associates and LPL Financial are separate entities.

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