David M. Germano

CFP

David is a Certified Financial Planner™ who spends the majority of his time working with physicians and their practices.

David completed his undergraduate degree at Ithaca College, earning a B.S. degree with a major in finance. Upon graduation, David joined his father, Donald Germano, and the two of them worked side-by-side for 17 years.

In addition to being a CFP®, David’s professional affiliations include being a member of the Estate Planning Council of Rochester, serving as the Chair of the Board of Directors for the Center for Dispute Settlement, and being a member of Rochester Regional Health Foundation’s Board of Directors. He has also previously served on the McQuaid Jesuit High School Advancement Committee.

A graduate of McQuaid Jesuit High School, David currently resides in Perinton with his wife Chandra and their daughter, Briella.

David M. Germano is a Registered Representative offering securities and investment advisory services through Cadaret, Grant & Co., Inc. (One Lincoln Center, Syracuse, NY 13202 315.471.2191), member FINRA/SIPC. Beltz Ianni & Associates and Cadaret, Grant are separate entities.

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