Family has always been at the center of my life. I’m a lucky husband, proud girl dad, sibling to three, and godfather of six. The values of integrity, hard work, and service were instilled in me from an early age, shaping both my personal and professional journey. I was born and raised in Rochester, N.Y., and am proud to call it home.
My career in wealth management has been heavily influenced by my father, who dedicated 40 years to this industry. His mentorship provided me with invaluable insights into the importance of building strong, lasting relationships and helping clients navigate their financial futures with confidence.
Beyond my professional work, I am deeply committed to giving back and making a meaningful impact in my community. I have had the privilege of serving on various boards, including Rochester Regional Health, the Center for Dispute Settlement, and McQuaid Jesuit High School. Through these roles, I have worked to support initiatives that promote education, healthcare, and conflict resolution, each of which plays a vital role in strengthening our society. I firmly believe in leading with purpose, integrity, and a spirit of generosity.
Whether in my professional endeavors or personal life, my goal is always to serve others in a way that leaves a positive and lasting impact.
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Specialties and Expertise
4
High Net Worth Planning
Philanthropic Planning and Giving
Retirement Income
Wealth Accumulation and Preservation Strategies
Clientele
5
Dentists
Divorcees
Doctors
High Net Worth Individuals
Surviving Spouses
Credentials and Designations
1
Certified Financial Planner™
Education
1
Ithaca CollegeBachelor of ScienceYear Obtained: 1999
Job History
1
Beltz Ianni & Associatesundefined-Present
Quick Facts About David
Years of Experience:26 yearsMember since:2025Average Account Size:$1,000,000Number of clients:125
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