Meet David Tonaszuck
With two decades of experience as an investment portfolio manager, David Tonaszuck knows how to steer clients through all types of market scenarios. He’s spent his career building strategies that work—not just in theory, but when life gets unpredictable.
David’s credentials include the Chartered Market Technician (CMT) certification from the Market Technicians Association, and a Master’s in Financial Technical Analysis (MFTA) from the International Federation of Technical Analysts. His research and analysis have helped investors across the U.S., and even as far as India. Recognized as a subject matter expert in tactical asset allocation, David brings a disciplined, research-driven approach to wealth management.
To serve clients more completely, David has also earned:
- Certified Annuities Specialist (CAS)
- Certified Social Security and Medicare Specialist (CSS)
- Certified Estate and Trust Planning Specialist (CES)
- Certified Roth IRA Conversion Specialist (CRCS)
- Certified in Long-Term Care (CLTC®)