Specialties
TreeceFi takes care of your money, but care more about you. We are dedicated to your wealth + wellbeing with a special focus on financial advocacy for those aging alone and the LGBTQ+ community.
Our personalized, values-based planning approach is well beyond what many larger banks and financial service institutions are able and willing to provide.
We have a fiduciary duty to you to always put your interests first including a duty of loyalty and utmost care. (Many financial advisors do not have this fiduciary duty and have a lower “suitability” standard).
We are dually licensed which means that we are supervised by our broker dealer, Cetera Advisors, and by FINRA, the financial regulatory authority. (Many investment advisors choose not to affiliate with a broker dealer and have less direct supervision and are generally responsible for their own compliance).
Securities and advisory services are offered through Cetera Advisors LLC, member FINRA/SIPC, a broker/dealer, and a Registered Investment Adviser. Cetera is separate from any other named entity.
History
Established in 1996.
Recognized for his financial acumen and client-advocacy work, he has been featured on PBS's Nightly Business Report, The Washington Post, and in nationally syndicated and South Florida media, including The Miami Herald, South Florida Sun-Sentinel, NBC Miami, Fox4 Tampa, and Q News Tonight.
Meet the Business Owner: David T.
David has provided advocacy-oriented financial advice and comprehensive planning services for nearly 35 years. He is an Accredited Investment Fiduciary (AIF®) and holds CLTC® Certification for Long-Term Care. He and his team invest in people, relationships, and professionalism before considering fees, commissions, and profits.
David is the author of the FastFinancial101™ book series, no-nonsense financial planning guides that feature real-world case studies to get you up to speed on what you need to know—fast.
David holds life, health, and annuity insurance licenses and series 6, 22, 52 62, 63, and 65 securities registrations, and has an MBA from the University of Michigan, Ann Arbor.