11325 N. Community House Rd., Suite 635
Charlotte, NC 28277
Director of Client Services
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855.627.4343 Ext. 30
David Rotatori, CFP®, CIMA®
CERTIFIED FINANCIAL PLANNER TM Practitioner
For more than a decade, David has proficiently drawn upon his education, industry training, and experience to serve his clients. As both an accredited professional in investments and planning, he excels at tying insurance, tax, estate, and retirement needs into his portfolio recommendations. Dedicated to developing strong relationships with his clients, David puts their needs first and provides genuine advice in a professional and efficient way. His clients appreciate his candor and the sincerity with which he advises them.
David earned his bachelor’s degree in Business Administration with a concentration in Finance from the Goizueta Business School at Emory University. He is a graduate of the Certified Financial Planner program at Queens University in Charlotte and received the Certified Investment Management Analyst (CIMA®) designation through the Wharton School of Business at the University of Pennsylvania.
Originally from Connecticut, David has been a Charlotte resident since 2008. Away from the office, he enjoys soccer, golf, and applying his culinary skills.
Most Recent Passport Stamp
Black Belt in Tang Su Do
Creating a sports radio talk show, playing semi-pro soccer, consulting with and providing fundraising initiatives for non-profit organizations and charter schools in the Atlanta area, receiving an award for recognition of outstanding community service.
Emory University, Atlanta, GA; Bachelors of Business Administration
General Securities Registered Representative
Held with LPL Financial
Uniform Investment Adviser
Held with Independent Advisor Alliance
CERTIFIED FINANCIAL PLANNER™ Practitioner
Certified Investment Management Analyst
Securities Registration States:
NC, NY, TX, CA
Insurance Registration States:
NC, NY, TX, CA
Transparency. Integrity. Service. Dedicated to Connecting You with Your Future.