
Dave Leali, ChFC®, CLU®
Director of Financial Planning
Dave has more than 16 years experience offering comprehensive financial planning to a wide range of clients. He currently holds FINRA Series 7, 24, 28, 53, 63 and 66 licenses as well as a Florida Life, Health and Annuity Agent License (2-15). In 2007, he earned the Chartered Financial Consultant Designation from the American College, as well as the Chartered Life Underwriter designation in 2011.
In addition to his focus on family and work, David volunteers with the Civil Air Patrol, a civilian auxiliary of the United States Air Force. His primary focus has been CAP's cadet program, where he has served as the Florida Wing's Director of Cadet Programs. He has coached national championship winning color guard and state championship winning precision drill teams.