David Rotatori

David Rotatori, CFP®, CIMA® is a co-founder of Beacon Capital Advisory Group, where David has been since November 2020. With over a decade of experience as a CERTIFIED FINANCIAL PLANNER™ and Certified Investment Management Analyst®, David utilizes a comprehensive approach to integrate insurance, tax, estate, and retirement needs into portfolio recommendations. Previous professional roles include serving as a Certified Financial Planner® at Blackbridge Financial from December 2017 to November 2020 and at Cornerstone Wealth, LLC from July 2006 to November 2017, along with experience in internal sales at Morgan Stanley in 2005-2006. David's education includes a Certified Investment Management Analyst degree from The Wharton School, a Certified Financial Planner degree from Queens University of Charlotte, and a Bachelor's degree in Business Administration & Finance from Emory University - Goizueta Business School.