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

David Mailloux
Managing Partner, Advisor & Financial Planner
WealthCare Investment Partners
United States, Rhode Island, Portsmouth
About Me
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
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