David Koch
Darien, CT
Verified Identity
Financial Advisor at
Northwestern Mutual
Years of Experience
25 years
Member Since
2026
Allow Me to Introduce Myself
I founded my financial advisory practice to give business owners, families and pre-retirees straightforward financial guidance. I have navigated Wall Street for 25 years, and I want to bring my extensive financial experience to you. Amongst other things, I work with clients on financial planning, ...
One thing I want my clients to know about me is...
I am dedicated to serving your financials needs & goals with the highest quality of service.
Clientele
Inheritors
Ultra High Net Worth Individuals
High Net Worth Individuals
Wealthy Families
Entrepreneurs
Business Owners
Tech Employees
Partners at Law Firms
Services Provided
Investment Management
Estate Planning Strategies
Tax Planning
Insurance
Specialties and Expertise
Alternative Investments
Wealth Accumulation ...
High Net Worth Planning
Tax Minimization Inv...
Succession Planning
Ultra High Net Worth Planning
Equity Compensation
Business Continuity Planning
Credentials and Designations
Series 7 - General Securities Representative Exam
Click to learn more
Series 63 - Uniform Securities State Law Examination
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Pricing Models
AUM
Education
Johns Hopkins University
B.A.
Obtained in 2002
Disclosures and Proof of License
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Profile Last Updated: September 11, 2026