CoverProfile

David Mailloux

Managing Partner, Advisor & Financial Planner

WealthCare Investment Partners

United States, Rhode Island, Portsmouth

About Me

David is a practicing Financial Consultant and co-owner of Wealthcare Investment Partners. He has been practicing since 1986. He focuses on Estate, Financial, Wealth, Tax, and Elder Care Planning. David holds a Bachelors of Science degree in Finance from Providence College, He currently holds securities series 6,7,24,26, and 63 with Private Client Services and the series 65 with Wealthcare Investment Partners, LLC.; in addition, he is insurance licensed in the areas of Life, Accident and Health, Fixed and Variable products. David has also completed the educational requirements to obtain his CERTIFIED FINANCIAL PLANNER™ designation (CFP®). David started his career in 1986 working as a Regi

View more

Profile Information

Managing Partner, Advisor & Financial Planner

WealthCare Investment Partners

Investment Team

Investor

RIA/Wealth Manager/Asset Manager

Portsmouth

Rhode Island

United States

Jan 14, 2025

Work Experience

Wealthcare Investment Partners

Managing Partner, Advisor & Financial Planner
Jun 1986 - Present
Email: david.mailloux@wcipllc.com

More profiles to browse

DD
Derek Doo
Managing Partner & Investment Management Advisor
BN
Brian N. Corriveau
Managing Partner | Financial Planner

You Might Like

SG
Sujit Govindraj
Executive Vice President, Managing Group Director
Flagstar Bank
Profile Photo
Todd Walters
Co-Founder & Managing Member
Spearhead Capital Advisors, LLC. (Private)
BH
Bob Helmer
President Emeritus
Baldwin Wallace University
RD
Russ Degitz
Principal
Huntington University