David Marsico, Cfp®, Mba
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David Marsico, Cfp®, Mba Email & Phone Number

Financial Advisor at Diamond State Financial Group
Location: Media, Pennsylvania, United States 3 work roles 2 schools
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✓ Verified August 2026 3 data sources Profile completeness 86%

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Current company
Diamond State Financial Group
Role
Financial Advisor
Location
Media, Pennsylvania, United States
Company size
64 employees

Who is David Marsico, Cfp®, Mba? Overview

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Quick answer

David Marsico, Cfp®, Mba is listed as Financial Advisor at Diamond State Financial Group, a with 64 employees, based in Media, Pennsylvania, United States. AeroLeads shows a matched LinkedIn profile for David Marsico, Cfp®, Mba.

David Marsico, Cfp®, Mba previously worked as Associate Business Development Regional Manager at Pershing, A Bny Mellon Company and Trading Liaison at Nuveen Investments. David Marsico, Cfp®, Mba holds Mba, Finance And Economics from Villanova University.

Company email context

Email format at Diamond State Financial Group

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Diamond State Financial Group

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Profile bio

About David Marsico, Cfp®, Mba

Expertise:David’s mission is to help families make important financial decisions so that they can protect and secure a strong financial future. His clients refer to him as their personal “Chief Financial Officer” with the goal to ultimately retire with financial dignity. David specializes in working with high net worth families by providing:• Custom Investment Solutions• Access to Lending Solutions including Investment Lines of

Current workplace

David Marsico, Cfp®, Mba's current company

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Diamond State Financial Group
Diamond State Financial Group
Financial Advisor
newark, delaware, united states
Website
dsfg.com
Employees
64
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Company profile
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3 roles

David Marsico, Cfp®, Mba work experience

A career timeline built from the work history available for this profile.

Financial Advisor

Current
Diamond State Financial Group

Greater Philadelphia Area

Helping families make important financial decisions so that they can protect and secure a strong financial future.

Jan 2016 - Present

Associate Business Development Regional Manager

Pershing, A Bny Mellon Company

Covered the Central Territory for Lockwood Advisors and Pershing Managed Investments and worked closely with financial advisors to help find the best investment solution for their clients.

Jan 2008 - Jan 2016
Team & coworkers

Colleagues at Diamond State Financial Group

Other employees you can reach at dsfg.com. View company contacts for 64 employees →

AA Asdf Asdghgh Asdf Asdghgh Colleague at Diamond State Financial GroupNorth Macedonia, Macedonia, The Former Yugoslav Republic Of View → CM Colin Mccabe Colin Mccabe Colleague at Diamond State Financial GroupNewark, Delaware, United States View → VH Valerie Henry Valerie Henry Colleague at Diamond State Financial GroupBear, Delaware, United States View → SB Scott Becker Scott Becker Colleague at Diamond State Financial GroupNewark, Delaware, United States View → SS Shilpa Singh Shilpa Singh Colleague at Diamond State Financial GroupCoatesville, Pennsylvania, United States View → KR Kevin Russo Kevin Russo Colleague at Diamond State Financial GroupWilmington, Delaware, United States View → DP Dominic Palmer Dominic Palmer Colleague at Diamond State Financial GroupMiddletown, Delaware, United States View → NV Nicholas Vali, Chfc Nicholas Vali, Chfc Colleague at Diamond State Financial GroupGreater Philadelphia, United States View → JS Josh Shaver, Cfp®, Chfc®, Ricp®, Cbec® Josh Shaver, Cfp®, Chfc®, Ricp®, Cbec® Colleague at Diamond State Financial GroupNewark, Delaware, United States View → SJ Sdfgkjhsdfg Jkgk Sdfgkjhsdfg Jkgk Colleague at Diamond State Financial GroupRomania View →
2 education records

David Marsico, Cfp®, Mba education

FAQ

Frequently asked questions about David Marsico, Cfp®, Mba

Quick answers generated from the profile data available on this page.

What company does David Marsico, Cfp®, Mba work for?

David Marsico, Cfp®, Mba works for Diamond State Financial Group.

What is David Marsico, Cfp®, Mba's role at Diamond State Financial Group?

David Marsico, Cfp®, Mba is listed as Financial Advisor at Diamond State Financial Group.

Where is David Marsico, Cfp®, Mba based?

David Marsico, Cfp®, Mba is based in Media, Pennsylvania, United States while working with Diamond State Financial Group.

What companies has David Marsico, Cfp®, Mba worked for?

David Marsico, Cfp®, Mba has worked for Diamond State Financial Group, Pershing, A Bny Mellon Company, and Nuveen Investments.

Who are David Marsico, Cfp®, Mba's colleagues at Diamond State Financial Group?

David Marsico, Cfp®, Mba's colleagues at Diamond State Financial Group include Asdf Asdghgh, Colin Mccabe, Valerie Henry, Scott Becker, and Shilpa Singh.

How can I contact David Marsico, Cfp®, Mba?

You can use AeroLeads to view verified contact signals for David Marsico, Cfp®, Mba at Diamond State Financial Group, including work email, phone, and LinkedIn data when available.

What schools did David Marsico, Cfp®, Mba attend?

David Marsico, Cfp®, Mba holds Mba, Finance And Economics from Villanova University.

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