David Appleby, ChFC®, CLU®, CASL®, RICP®,CTSTM, EA®
President
David has been in the financial field for over 30 years in the Bradenton and Sarasota area. His passion is to assist those approaching retirement and current retirees with an approach to allow them to not worry about their money. David served in the US Air Force at McDill Air force base and found his passion when he started working as a financial advisor for several local financial companies starting in 1992. He started his own practice in 1996 and later made it his focus to assist clients as a retirement Planner. David is also a Fiduciary under his own Registered Investment Advisory firm to provide maximum choices for his client’s retirement portfolio’s. He believes in mitigating risk in client accounts as this is the only way to insulate a client’s retirement money from large losses. David is a credentialed Financial Planner and Licensed as an Enrolled Agent as a federally licensed tax practitioner able to represent clients in all 50 states.
David’s wife Monica works alongside him in their business, and they have two wonderful children, Charmaine and Roman. Assurity Financial Group is a member of the Better Business Bureau and has an A+ rating, as well as being an Accredited Business. We are also members of the National Ethics Bureau that requires a background check.
David’s Education and Credentials
- ChFC® - Chartered Financial Consultant
- CLU® - Certified Life Underwriting
- CASL® - Charter Advisor for Senior Living
- RICP® - Retired Income Certified Professional
- CTSTM - Certified Tax Specialist
- EA®- Enrolled Agent
Registrations and Licenses
- Series 65 – Investment Advisor Representative
- Life, Health & Annuity
Associations
- Better Business Bureau - "A+" Accredited Business for 20 + years
- Financial Planning Association