David Yaffee

David Yaffee, AAMS®, currently serves as a Financial Planner at Prudential Financial, where responsibilities include assisting clients in clarifying and quantifying financial goals. Prior to this role, David held various positions such as Vice President and Financial Consultant at Webster Investments, and Financial Advisor at Prudential Financial, focusing on customized solutions and protection needs for clients. David also served as Senior Vice President of Investment & Advisory Services at United Bank, where an Investment and Advisory program was rebuilt and recognized as one of the fastest-growing wealth management programs in 2014. Earlier experience includes roles as a Financial Advisor at several broker-dealers, demonstrating a strong background in financial services spanning over two decades. Additionally, David is a Product Trainer for Casio USA, specializing in Casio Keyboards since February 2017.