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 analyst for a well-known broker dealer. He eventually became a full compliance officer where he worked closely with all financial advisors of the firm and reported directly to the Chief Compliance Officer of the Broker Dealer. The financial services regulatory environment is ever changing, and David assisted many advisors with navigating 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 work with their clients. This experience eventually prompted him to pursue a new direction for his career a few years ago, where he could become a trusted financial advisor to serve his own clients to the best of his ability. He has since joined ClearFocus and never looked back. He has also taken the role of OSJ Supervisor for all advisors at ClearFocus Mountainside and Toms River in an effort to best utilize his compliance background and better service the firm and our clients.
David is newly married to his wife Marissa, and you can find him spending his spare time with her, his family and friends as well as enjoying sports, music, athletic training, and traveling.
David holds many professional financial licenses which include:
- 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)
- Life Insurance