David Germano
Managing Director at
Modern Wealth Management
Years of Experience
26 years
Number of Clients
125
Average Client Size
$1,000,000
Member Since
2025
Allow Me to Introduce Myself
One thing I want my clients to know about me is...
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Clientele
I've spent over 25 years working with physicians and other high net worth families. I believe in a collaborative approach. I learned early on the importance of honesty and integrity and those virtues have guided my career. I enjoy the relationships that are cultivated and am committed to being a valuable resource to them and their families as they pursue their personal and professional goals.
Services Provided
Investment Management
Estate Planning Strategies
Insurance
Retirement Planning
Specialties and Expertise
Credentials and Designations
Certified Financial Planner™
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Pricing Models
Education
Ithaca College
Bachelor of Science
Obtained in 1999
Previous Work Experience
Beltz Ianni & Associates
- Present
Advisor Links
Disclosures and Proof of License
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