David M. Orfalea Email and Phone Number
David M. Orfalea work email
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David M. Orfalea personal email
In my many years in the Financial Service industry, I have had the pleasure of experiencing many roles. I started my career as a Financial Representative with Prudential Financial and most recently held the position of Divisional Vice President with Ohio National Financial Services. I’ve had the opportunity to both develop and learn from some of the most successful advisors across the country. Now in my own practice, I’m focused on designing successful client strategies for growth and retirement planning, with particular expertise in creating market resilience and buffering volatility, utilizing fixed and variable annuities, insurance products, and equity investing. I can be reached at 508-340-8296 or david@alpinewealthpartnerscom.
Alpine Wealth Partners, Llc
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Alpine Wealth Partners, Llc520 Main St, Shrewsbury, Ma 01545
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Independent ConsultantRetirement Planning 2018 - Present
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Financial AdvisorDavinci Capital Management Feb 2019 - Present
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Vice President Northeast DivisionOhio National Financial Services Oct 2010 - 2018Cincinnati, Oh, UsOhio National Financial is a mutual holding company based in Cincinnati, OH with a network of financial professionals across 49 states (all except New York), the District of Columbia and Puerto Rico, providing insurance products and financial protection for policyholders. Its affiliated companies have $42B in assets under management.Divisional Vice President – Northeast Division (2014-2018)• Led seven Regional Vice Presidents from ME to VA and the Director of Disability; reported to the Senior Vice President of Distribution.Regional Vice President (2010 -2014)• Grew annual life premium in region from $ 1.2M to $1.5M in four years. • Supported regional growth from 170 to 325 advisors through recruiting and development. • Taught retirement and risk mitigation strategies to producers/advisors, coached individuals.• Created study group of top advisors in the Northeast that became the model for 32 Regional Vice-Presidents to assist in growing their regions. -
Regional Sales DirectorMwa Financial Services 2000 - 2010• Started agency and grew it to 14 financial advisors.
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Managing DirectorPrudential Financial Services 1988 - 2000Oversaw marketing, operations and control staff in two-state territory controlling $100M in AUM; staff of 70, including seven supervisors. Consistently exceeded all sales and marketing objectives.
David M. Orfalea Skills
David M. Orfalea Education Details
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Umass AmherstEducation
Frequently Asked Questions about David M. Orfalea
What company does David M. Orfalea work for?
David M. Orfalea works for Alpine Wealth Partners, Llc
What is David M. Orfalea's role at the current company?
David M. Orfalea's current role is Financial Advisor, Certified Financial Fiduciary, Federal Retirement Consultant (FRC), FICF, 1st.
What is David M. Orfalea's email address?
David M. Orfalea's email address is da****@****nal.com
What schools did David M. Orfalea attend?
David M. Orfalea attended Umass Amherst.
What skills is David M. Orfalea known for?
David M. Orfalea has skills like Financial Planning, Term Life Insurance, Insurance, Sales, Life Insurance, Retirement Planning, Leadership, Retirement, Disability Insurance, Fixed Annuities.
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