David Fazzini, LUTCF, earned his Bachelor of Science degree in Marketing with an emphasis in Finance from Indiana University of Pennsylvania in 1987, where he distinguished himself as the captain of the varsity golf team and a 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, Cincinnati, Ohio, and Toledo, Ohio. His practice focuses on personal financial strategies, investment counseling and management, retirement and estate planning, insurance, employee benefits, retirement plans, and business succession planning.
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 ethically and confidentially."
Involvement & Recognition
David’s noteworthy 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 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. David has sponsored several scholarships for Springford High School students. David is also a supporter of Orion Communities in Phoenixville, PA.
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.
David and his daughter Laura have partnered together on the PPG team and together provide their clients with a roadmap to financial success.
For additional information on the awards mentioned, please follow this link: https://cloud.content.ameritas.com/ratings-and-awards
California License Number OC46539.
For all investment-related services, please email David at dfazzini@premierplanning.net.