David Fazendeiro, CFP®

David Fazendeiro, a Union County native, graduated from Kean University and achieved much success in real estate and title insurance before moving to the financial services industry. Knowing how important it is to always act in the client’s best interest, David began his financial services career as a compliance officer who worked closely with all financial advisors of the firm across the country and reported directly to the Chief Compliance Officer of his Broker Dealer. The financial services regulatory environment is constantly changing, and David helped many advisors navigate those complex regulations which helped them work better with their clients in an open and transparent manner. David also held the position of Advisor Relationship Manager to the entire firm, which involved working closely with successful advisors to enhance their practice and better serve their clients.

These roles eventually prompted him to pursue a new direction for his career, where he could become a valued financial advisor to serve his own clients using everything he had learned over the years. He has since joined ClearFocus and never looked back. He also manages all advisors here at ClearFocus in an effort to best utilize his compliance background and better service the firm and our clients.

David is married to his wife Marissa and recently welcomed home their baby girl Lucy.  You can find him spending his spare time with his family and friends as well as enjoying sports, music, athletic training, and traveling.

David holds many professional financial licenses which include:

• CERTIFIED FINANCIAL PLANNER™
• FINRA Series 7 (General Securities Representative)
• FINRA Series 66 (Uniform Combined State Law)
• FINRA Series 24 (General Securities Principal)
• FINRA Series 4 (Registered Options Principal)
• Accident & Health, Life Insurance

*All FINRA licenses held through LPL Financial