David J. FazziniManaging Partner
Phone: 610.917.9600
David Fazzini, LUTCFearned his Bachelor of Science degree in Marketing and Finance from the Indiana University of Pennsylvania in 1987, where he distinguished himself as the captain of the varsity golf team and member of the varsity baseball team. He has completed extensive coursework with The American College in Bryn Mawr Pennsylvania, pursuing in-depth studies in business insurance, personal insurance, personal Estate and Retirement Planning, advanced Business Planning, and individual Life and Health Insurance.
David is a co-founder of Premier Planning Group, a relationship-driven comprehensive financial planning services company with offices in Valley Forge Pennsylvania, Glen Mills Pennsylvania and Cincinnati Ohio. His practice focuses on personal financial strategies, investment counseling and management, retirement and estate planning, insurance, employee benefits and retirement plans, and business succession planning. David is licensed in the following states for both insurance and securities sales: CA, DE, FL, GA, MA, MD, MO, NC, NH, NJ, NY, OH, PA, TX and VA.
His business philosophy is summed up in his personal mission statement:"It is my obligation to my clients, my family and myself to maintain the highest degree of educational and professional standards in offering quality financial products along with outstanding service to individuals and businesses in an ethical and confidential manner." Involvement & Recognition David’s exceptional achievements in the industry earned him the honor of becoming one of the youngest members to be inducted into the UNIFI Companies Hall of Fame. David has been a member of the Million Dollar Round Table (MDRT), since 1991, including numerous qualifications at their highest recognition levels, Court of the Table and Top of the Table. He is a member of the National Association of Insurance and Financial Professionals (NAIFA), and has been recognized numerous times with their National Quality Award. He is a member of the General Agent’s Management Association (GAMA) and was awarded their Agent of the Year award twice. He is a perennial qualifier to UNIFI Companies Summit, and has served on the Field Advisory Cabinet.
David generously supports Chester County Futures, a mentoring, scholarship and academic enrichment program for low income students wishing to pursue a post secondary education. David served on the board of the Sunshine Foundation for 5 years where he raised hundreds of thousands of dollars to fulfill the dreams of chronically ill children. In addition, since 2001, David has sponsored two scholarships for Springford High School students.
In his spare time, David enjoys playing golf and racquetball. David makes his home in Phoenixville, Pennsylvania with his wife Linda and four great kids, Caroline, John, Laura and Katherine.
CaliforniaLicense Number OC46539.
For all investment related services, please email David at dfazzini@aicinvest.com 
|
||
|
1260 Valley Forge Road,
Suite 107 One W. Fourth Street,
Suite 110 871 Baltimore Pike,
Suite 18
|
*Securities and advisory services are offered solely through Ameritas Investment Corp. (AIC), member FINRA / SIPC. AIC and Premier Planning Group are not affiliated. Additional products and services may be available through Premier Planning Group that are not offered through AIC. This is not an offer of securities in any jurisdiction, nor is it specifically directed to a resident of any jurisdiction. As with any security, request a prospectus from your registered representative. Read it carefully before you invest or send money. Securities products are limited to residents of AL, AZ, CA, CO, CT, DE, FL, IL, IN, KY, MA, MD, ME, MN, MO, NH, NJ, OH, PA, TX, VA, VT.
A representative from Premier Planning Group will contact you to provide requested information.