David M. Germano, CFP ®

Financial Planner

Phone: (585) 340-5200
Fax: (585) 427-9956
E-mail:

David joined his father in the financial services industry in 1999.  He regularly attends industry training and certification programs to stay on top of his field, as well as develop his professional skills. This includes completing the curriculum and passing the exams for the CERTIFIED FINANCIAL PLANNER™ professional designation, as well as FINRA Registrations: Series 6, Series 7, Series 63, and Series 66.

His past achievements include:

CERTIFIED FINANCIAL PLANNER™ professional designation; 2008

Graduate of Ithaca College, Ithaca, NY; 1999

Graduate of McQuaid Jesuit High School, Rochester, NY; 1995 

David currently resides in the city of Rochester, and has a passion for sports, which includes participating in golf, volleyball, and bowling leagues.