Beacon Capital Advisory Group
David Rotatori, CFP®, CIMA® is a co-founder of Beacon Capital Advisory Group, where David has been since November 2020. With over a decade of experience as a CERTIFIED FINANCIAL PLANNER™ and Certified Investment Management Analyst®, David utilizes a comprehensive approach to integrate insurance, tax, estate, and retirement needs into portfolio recommendations. Previous professional roles include serving as a Certified Financial Planner® at Blackbridge Financial from December 2017 to November 2020 and at Cornerstone Wealth, LLC from July 2006 to November 2017, along with experience in internal sales at Morgan Stanley in 2005-2006. David's education includes a Certified Investment Management Analyst degree from The Wharton School, a Certified Financial Planner degree from Queens University of Charlotte, and a Bachelor's degree in Business Administration & Finance from Emory University - Goizueta Business School.
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Beacon Capital Advisory Group
We provide financial planning and investment management for individuals and businesses. Beacon Capital Advisory Group is a registered investment adviser. This platform is solely for informational purposes. Advisory services are only offered to clients or prospective clients where Beacon Capital Advisory Group and its representatives are properly licensed or exempt from licensure. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. As a registered investment advisory firm, we are restricted from posting, publishing or otherwise disclosing any form of testimonial which is related to our investment advisory services. LinkedIn recommendations and endorsements may be viewed as a testimonial. This policy requires that we block any recommendations or endorsements. Links to websites and other resources operated by third parties are provided as information only, and there can be no assurance as to its accuracy, suitability or completeness. Beacon Capital Advisory Group does not endorse, authorize or sponsor the content or its respective sponsors and is in no way responsible for third party content, services, products or information, or for the collection or use of information regarding the web site’s users and/or members.