I am CEO

Accredited Investment Fiduciary Helps in Financial Planning

Full Interview from I AM CEO Podcast - IAM819

David Treece has nearly 30 years of experience as a fee-based investment advisor and is an accredited investment fiduciary. He understands financial markets and is an expert in financial planning. Recognized for his financial acumen and client-advocacy work, David has been featured on PBS's Nightly Business Report, The Washington Post, The Miami Herald, and on NBC6 in Miami in an Emmy-award winning series about his work. He has testified before the U.S. Senate Select Committee on Aging regarding senior citizens and financial planning. David has an MBA from the University of Michigan, Ann Arbor and lives in Miami, Florida.

  • CEO Hack: I rely on technology to communicate with clients
  • CEO Nugget: Be true to yourself and values. Treat everybody with the same respect you want to be treated
  • CEO Defined: Doing what you love and doing it the best way you can

Website: http://www.treecefinancial.com

Twitter: @dtreece

Facebook: https://web.facebook.com/TreeceFinancial/

LinkedIn: https://www.linkedin.com/company/treece-financial-group-inc./

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