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David M. Orfalea Email & Phone Number
Financial Advisor, Certified Financial Fiduciary, Federal Retirement Consultant (FRC), FICF, 1st
at
Alpine Wealth Partners, LLC
2 work emails found
@ohionational.com
LinkedIn matched
✓ Verified May 2026
4 data sources
Profile completeness 100%
Current company
Role
Financial Advisor, Certified Financial Fiduciary, Federal Retirement Consultant (FRC), FICF, 1st
Location
Boylston, Massachusetts, United States
Who is David M. Orfalea? Overview
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Quick answer
David M. Orfalea is listed as Financial Advisor, Certified Financial Fiduciary, Federal Retirement Consultant (FRC), FICF, 1st at Alpine Wealth Partners, LLC, based in Boylston, Massachusetts, United States. AeroLeads shows a work email signal at ohionational.com and a matched LinkedIn profile for David M. Orfalea.
David M. Orfalea previously worked as Independent Consultant at Retirement Planning and Financial Advisor at Davinci Capital Management. David M. Orfalea holds Bs, Education from Umass Amherst.
Company email context
Email format at Alpine Wealth Partners, LLC
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{first_initial}{last}@ohionational.com
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AeroLeads found 2 current-domain work email signals for David M. Orfalea. Compare company email patterns before reaching out.
Profile bio
About David M. Orfalea
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.
Listed skills include Financial Planning, Term Life Insurance, Insurance, Sales, and 6 others.
Current workplace
David M. Orfalea's current company
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6 roles · 38 years
David M. Orfalea work experience
A career timeline built from the work history available for this profile.
Independent Consultant
Current
Retirement Planning
2018 - Present
~8 yrs 4 mos
Financial Advisor
Current
Davinci Capital Management
Feb 2019 - Present
Vice President Northeast Division
- Ohio 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.
- 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.
Oct 2010 - 2018
Regional Sales Director
Mwa Financial Services
- Started agency and grew it to 14 financial advisors.
2000 - 2010
~10 yrs
Managing Director
Prudential Financial Services
Oversaw 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.
1988 - 2000
~12 yrs
1 education record
David M. Orfalea education
-
Umass Amherst
FAQ
Frequently asked questions about David M. Orfalea
Quick answers generated from the profile data available on this page.
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 Alpine Wealth Partners, LLC?
David M. Orfalea is listed as Financial Advisor, Certified Financial Fiduciary, Federal Retirement Consultant (FRC), FICF, 1st at Alpine Wealth Partners, LLC.
What is David M. Orfalea's email address?
AeroLeads has found 2 work email signals at @ohionational.com for David M. Orfalea at Alpine Wealth Partners, LLC.
Where is David M. Orfalea based?
David M. Orfalea is based in Boylston, Massachusetts, United States while working with Alpine Wealth Partners, LLC.
What companies has David M. Orfalea worked for?
David M. Orfalea has worked for Alpine Wealth Partners, Llc, Retirement Planning, Davinci Capital Management, Ohio National Financial Services, and Mwa Financial Services.
How can I contact David M. Orfalea?
You can use AeroLeads to view verified contact signals for David M. Orfalea at Alpine Wealth Partners, LLC, including work email, phone, and LinkedIn data when available.
What schools did David M. Orfalea attend?
David M. Orfalea holds Bs, Education from Umass Amherst.
What skills is David M. Orfalea known for?
David M. Orfalea is listed with skills including Financial Planning, Term Life Insurance, Insurance, Sales, Life Insurance, Retirement Planning, Leadership, and Retirement.
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