Broker Check
David J. Fazzini

David J. Fazzini

Founding Partner

David Fazzini, LUTCF earned his Bachelor of Science degree in Marketing with an emphasis in 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 Phoenixville Pennsylvania, Glen Mills Pennsylvania, Cincinnati Ohio and Hickory North Carolina. 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: AZ, CA, CO, CT, DE, FL, GA, KY, MA, MD, MO, NC, NV, NH, NJ, NY, OH, OR, PA, TX, VA and WA.

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 Ameritas Life 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 Amertias Life 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 many years where he raised hundreds of thousands of dollars to fulfill the dreams of chronically ill children.  In addition, since 2001, David has sponsored 2-5 scholarships annually 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. 

California License Number OC46539.

For all investment related services, please email David at [email protected]

 

 

 

Podcast "Bottle in Front of Me"

Securities and investment advisory services offered solely through Ameritas Investment Corp. (AIC). Member FINRA / SPIC. AIC and Premier Planning Group, Inc. are not affiliated. Additional products and services may be available through David Fazzini or Premier Planning Group, Inc. that are not offiered through AIC. Securities products are limited to residents of AZ, CA, CO, CT, DE, FL, GA, KY,  MA, MD, MO, NC, NJ, NY, OH, OR, PA, TX, VA, WA. 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. A Representative from Premier Planning Group, Inc. will contact you to provide requested information. Representatives of AIC do not provide tax or legal advice. Please consult your tax advisor or attorney regarding your situation. Information posted to this site by a 3rd parties or links to 3rd party sites are not created nor endorsed by AIC or its representatives. Their information is deemed to be from reliable sources; however, their content cannot be guaranteed.