Advisor Story: David Belinkie, CFP®

Transcript:

DAVID BELINKIE (00:02): I grew up enjoying math. Then when you started having money enter into the conversation, it just got to
be that much more exciting and something that I felt like I had a passion behind. One thing I really, really enjoy is when I can find big opportunities or maybe areas that have been missed that can save them significant amounts of money, more money in their pocket to help them to reach their goals.