David Germano

David Germano, CFP®, is a seasoned financial professional currently serving as Managing Director at Modern Wealth Management since March 2024. Previously, David spent over a decade at Beltz Ianni & Associates as a Certified Financial Planner™, specializing in providing independent financial guidance to physicians and their practices. David's extensive experience also includes roles as a Certified Financial Planner™ and Financial Consultant at AXA Equitable and The MONY Group, respectively. David holds a Bachelor of Science (BS) degree in Finance from Ithaca College, attended from 1996 to 1999, and graduated from McQuaid Jesuit in 1995.