David T Georgiev, MBA, CKA

In The Office

David is a Founding Partner and Wealth Manager of the Firm.  

 

Education: 

Bachelor of Arts Degree- Communication with a concentration in Public Relations and Advertising- University of Buffalo  

Master’s Degree- Business Administration- St. John Fisher College  

Certified Kingdom Advisor- 

Licenses held- Life/Health Insurance/ Series 6/ Series 63/ Series 65/ Series 7/ Series 24 

 

David’s passion in life is helping people. He thoroughly enjoys working with customers to help develop and implement investment planning strategies. Whether you are planning a retirement strategy or working on estate planning, David works side by side with you to make sure every facet of the plan is complete. 

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When Out of the Office

Helping people is what David tries to do. As a Volunteer Firefighter and Fire Commissioner in Brockport, A volunteer at church and also helping dreams come true at The Make-A-Wish Foundation, David truly cares about lifting up and helping others in the local community. 

 

This is largely due to his faith and belief in God as the center of David's life. Being an active servant at Calvary Chapel in Spencerport is a responsibility that David holds dear to his heart, holding on to the value that Jesus is the center of his family.  

 

In 2019, He also Co-Founded Guardians of Hope, a Charitable Foundation that helps those around the world in need. Currently focused in Zambia, Africa, David and The Guardians of Hope are focused on helping vulnerable children. They currently run and operate a 15 child orphanage in Kalulushi, Zambia. 

 

Married with three children, David always makes sure he reserves time for the most important part of his life, his family. 

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