David Prieto
Registered Sales Assistant Broker at Private Client Group, Llc
Based in Miami, United States
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Seniority
Other
Department
Other
Location
Miami
Industry
Financial Services
Company size
42
Contact information
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d•••••••@pcgplanning.com
Phone
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Background
About David Prieto
I hold a Bachelor’s degree in Finance from the University of Miami and have always had a passion for personal finance. At the Private Client Group, I work with a dedicated team to support families through various financial stages, helping them build and maintain wealth through unique strategies that align to their situation.I specialize in retirement planning and wealth management, ensuring that families are well-prepared for their future. My focus is on providing practical, well thought out advice and strategies to help clients achieve their financial objectives.In my free time, I enjoy going fishing and running. Feel free to connect with me to discuss how we can work together on your financial journey.
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