In 1998, David graduated from Baldwin Wallace College with a Bachelors of Arts, Majoring in Business Administration, concentration in Finance, and Minors in Economics and History. Before graduating, he was hired by Merrill Lynch as a financial consultant, and he secured a Series 7 and 66 securities licenses, as well as Life, Health, and Annuity licenses. During that time David built a strong financial services practice built around reasonable returns from simple investment strategies. In 2001, he expanded his practice by joining Legacy Financial, David added strategic resources for more advanced financial planning, estate planning and other client services. In 2005, together with Ted Rusinoff, David helped build a company focused on helping attorneys, CPAs and trust advisors review client portfolio holdings, specifically to address the fiduciary liability issues related to the beneficiaries. Having a full service investment and insurance operation well established, David focuses on meeting the needs of his clients, as well as those of his strategic alliances with local CPAs, attorneys and trust advisors. This focus allows him to provide service and value to all of his professional relationships.
Securities and advisory services offered through The Strategic Financial Alliance, Inc. (SFA), member FINRA/SIPC. David Trende is a registered representative and investment adviser representative of SFA. David provides fixed insurance services as Wealth Design Partners which is not affiliated with SFA.
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