David J. Lazzaro Email & Phone Number

Industry designations: Chartered Financial Consultant® - August 1, 2007 - ChFC® Chartered Life Underwriter® - November 1, 2013 - CLU® Goals: To help clients build their wealth, protect assets from the unforeseen and assist in the thoughtful planning of their legacy.Specialties: Tax efficient retirement income planning. Longevity and asset protection planning. Wealth accumulation, management and transfer planning.Money Concepts is not affiliated with LinkedIn, Inc. or the LinkedIn, Inc. service. Money Concepts does not expressly or implicitly adopt or endorse any of the expressions, opinions or content posted by fans or any third-parties on our LinkedIn page. Money Concepts does not control, serve, adopt or endorse any advertising, messages or content that LinkedIn may publish on it site or on the Money Concepts page. Money Concepts does not adopt or endorse any products, services, advertisements, recommendations or statements or any other content that may appear of LinkedIn or on other LinkedIn -affiliated sites. No part of this page is intended to make a recommendation or state a testimonial for or about a security, service or product, or to provide investment, tax or any other advice.This Page is intended for US persons only. Any non-Money Concepts URLs or external websites mentioned on LinkedIn are unaffiliated with Money Concepts.Money Concepts has not been involved in the preparation of the content supplied at the unaffiliated sites and does not guarantee or assume any responsibility for its Content.Third party marks appearing herein are the property of their respective owners.Guarantees are subject to the claims-paying ability of the issuing insurance company.Please remember investing involves risks, and the value of your investment will fluctuate over time and you may gain or lose money.©2023 Money Concepts International Inc.All Securities Offered Through Money Concepts Capital Corp. Member FINRA / SIPC(DJL Wealth Management, LLC is an independent firm not affiliated with Money Concepts Capital Corp.

Listed skills include Retirement Planning, Wealth Management, Wealth, Securities, and 27 others.