LPL Financial, David Zavarelli, CFP®

LPL Financial, David Zavarelli, CFP® is a financial planner in Milford, Connecticut, serving individuals and families with personalized financial planning, income planning for retirement, wealth management, risk management and insurance, estate planning, and trust services. David Zavarelli earned the CFP® designation in 2011 after completing his coursework at Fairfield University and holds multiple securities and insurance licenses. He is a member of the Financial Planning Association, Fairfield County Chapter, and serves on the Alumni Association Board at Western Connecticut State University. The firm is known for its client-focused approach, with a strong emphasis on ethical standards and long-term financial goal setting. David is recognized in media outlets including CNBC, Financial Advisor magazine, US News and World Report, and Investopedia. His clients have shared positive reviews, reflecting confidence in his guidance and service.

David Zavarelli is a CFP® professional, a title earned only after meeting rigorous education, examination, experience, and ethics requirements set by the CFP Board. He uses industry-leading software to create customized financial plans that help clients define and achieve their goals. His services include designing income strategies for retirement, managing investment portfolios aligned with individual risk tolerance, identifying potential risks, and coordinating estate and trust planning with legal professionals. Through The Private Trust Company, an affiliate of LPL Financial, he provides trustee services for individuals, families, and charitable foundations.

The office is located on Naugatuck Avenue in Milford, about a mile from Walnut Beach and within a short distance of Walnut Beach Green and Walnut Beach Park. It is situated near Milford Point Road and Meadows End Road, with Mohawk Swamp to the east. The location places the firm close to natural areas and residential neighborhoods in the heart of Milford.

David Zavarelli is a trusted financial advisor in the Milford area, known for his expertise, community involvement, and dedication to helping clients build secure financial futures. His work reflects a deep commitment to ethical standards and lifelong learning, making him a respected figure in Connecticut’s financial planning community.