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David Orfalea

President Message

Hello and welcome to the Foundation for Fiduciary Education. I’m excited to have you here! As an IRS approved, 501(c)(3) NonProfit Organization, our mission is to educate and empower families through comprehensive fiduciary financial education. We are pleased to provide you with financial education and resources you can trust . Taught exclusively by Certified Financial Fiduciaries®. If you have any questions at all, please do not hesitate to contact me. I look forward to helping you in any way I can.

Bio

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.

Professional Experiences

Languages

Groups / Clubs

Area of Expertise

Professional Licenses

Certifications

Certified Financial Fiduciary ®

Education

Instructor Events

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The Foundation Fiduciary Education (FFE) is one of the fastest growing non-profit financial wellness programs in the country!

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