About Dave

I want to help people make smart decisions

about their finances.

David L. Greene is a trusted Investment Adviser Representative with over 20 years of experience in the field. People -- including executives from major well-known corporations -- have benefited greatly from Dave's acumen in the financial field, using his advice to avoid mistakes that many others make.

Even major league sports figures are turning to Dave for investment advice to protect their retirement dollars

In order to simplify the financial world for people, Dave carefully explains the rationale behind the strategies he suggests. He educates people. Dave draws on his decades of experience as a business owner himself, a tax preparer, and an investment professional. Consequently, Dave is regarded as industry knowledgeable in the financial risks and opportunities of retirement planning.

In addition, he writes articles for publications like Trends and Traditions, Maturity Today, and the New Jersey Realtor.

Dave has served as treasurer of the United University of Professionals. Recently, he served on the local New York board of the Lupus Foundation of America. Currently, Dave is a member of the Las Vegas Toastmasters.

A lifetime resident of Schenectady, New York, Dave moved to Las Vegas in 2003 and has settled in Henderson, Nevada. He has two adult children and enjoys golfing and spending time with his family.

Written by Dave's loyal team who knows him very well