David Espineira, CFP®, CPRS®

About

I am a retirement plan advisor with 15 years of experience helping clients simplify their 401(k) plans so they can focus on running their businesses. One of the most rewarding parts of my work is meeting with employees, learning about their lives, and helping them understand how to leverage their retirement plans for long-term success.

My inspiration to pursue a career in wealth management came during the Financial Crisis, when I was a bank teller. The world felt upside down, and people were scared. I wanted to be in a position to help families find peace in uncertainty and develop a plan they could lean on.

The most fulfilling part of my work is building relationships — learning about my clients’ lives, families, businesses, and employees, and celebrating milestones with them. It’s amazing to watch businesses grow and employees hit meaningful retirement savings goals, a testament to their hard work and diligence.

I thrive on solving complex financial situations. The more challenging the scenario, the better. Corporate retirement plans can feel overwhelming, but I love breaking them down step by step and helping clients understand their options.

Outside of work, you can find me on the golf course. Fun fact: I’ve been playing my entire adult life, but I’m pretty sure I’ve only gotten worse!