David Peichert, CFP®

David Peichert, CFP®

Investment Advisor Representative

Dave started in the financial services industry in 1984 as a representative of John Hancock Life.  He became a CERTIFIED FINANCIAL PLANNERTM certificant in 1989.  As a client driven adviser he offers a wide variety of services.  He offers fee-based advice and also products to help meet your individualized needs.  Dave holds several securities registrations including FINRA Series 6, 7, 22, 63 and 65, additionally, Dave holds fixed and variable insurance licenses as well.

He has dedicated years of service to his community serving as a member and Treasurer of the Lions Club, a member, Board member and President of his Chamber of Commerce.

Dave has also dedicated years of service to his industry.  He held a position on the Board of the National Association of Insurance and Financial Advisors -Hartford (NAIFA-Hartford) and President from 2001 to 2002.  NAIFA- Connecticut's Board and held office of President from 2005 to 2006.

Dave enjoys traveling, gardening, weight lifting and hobby beer brewing and is a resident of Portland, CT.


Phone 860.358.9252