Focus:
Every day, David J. Labourdette, Jr. strives to do for his clients’ families what he would do for his own, offering thorough, tailored advice and well-designed investment plans. As a Chartered Retirement Planning Counselor (CRPC®), David goes beyond numbers and markets by actively listening to clients, helping them think through critical family decisions, and aligning their finances with their unique values and goals. He collaborates with clients’ other key advisors, such as accountants and lawyers, to save time and create more efficient plans.
David pledges that each client’s portfolio will be thoughtfully constructed to reflect their individual circumstances and preferences, reviewed meticulously, and can be adjusted as life changes. Most importantly, his focus is to offer open and honest advice, always doing for clients what he would do for his own family.
Education:
- College for Financial Planning, Chartered Retirement Planning Counselor
- The American College of Financial Services, Retirement Income Certified Professional
- FINRA Series 7 & 66
- CA Insurance License (4258252)
Away from the Office:
A native of Skaneateles, New York, David grew up playing hockey and football—go Lakers! He spent much of his young adult life traveling to Haiti, North Africa, and China as a missionary, offering assistance wherever he could. After returning to the U.S., David worked for a trucking company in South Texas and a technology company in Seattle. For the last several years, he has lived out a childhood dream of working alongside his father, advising and assisting other families.
David and his wife are active members of Grace Chapel in Skaneateles. Along with their two young sons and their dog, Mac, a miniature Australian Shepherd, they are happy to call the Finger Lakes region of upstate New York home.
