Broker Check

Meet David

With my experience, training and knowledge of financial products and services, my clients receive the top-quality, cost-effective financial guidance they deserve, designed to help them realize their financial goals.

David DePalma, CFP®, ChFC®, CRPC®

CERTIFIED FINANCIAL PLANNERâ„¢ professional

(212) 327-1320

david.depalma@equitable.com

David DePalma is a financial professional with Equitable Advisors dedicated to helping individuals and businesses build their financial futures. With more than a decade of wealth management and financial planning experience, he is also a member of Equitable’s, Periscope Wealth Management group, ranked one of the top teams in the country.

With firm commitment to continued education, David has earned several high accreditations in his field—two of which are the most distinguished in the industry for financial planners. The work required to achieve the Chartered Financial Consultant (ChFC®) and CERTIFIED FINANCIAL PLANNER™ professional (CFP®) set David apart from other advisors, as one who upholds the highest levels of education and fiduciary standards when making recommendations.

David is also a certified Chartered Retirement Planning Counselor (CRPC®) and serves as Director of Employer Benefits for his team. With comprehensive knowledge in all areas of finance, the CRPC® has enabled him to offer specialized knowledge with company sponsored retirement plans, including pensions, 401ks, deferred compensation and executive benefit plans.

Whether he’s advising enterprise-level corporate clients or individual investors, his objective remains the same: to assist his clients in mapping out their financial priorities and establishing a focused framework to help meet their financial goals.

To learn more about David and Equitable Advisors, he can be reached at: (212) 327-1320, or by email at, david.depalma@equitable.com

CA Insurance Lic. #0L11086

Periscope Wealth Partners is not a registered investment advisor and is not owned or operated by Equitable Advisors or Equitable Network.

CFP® and CERTIFIED FINANCIAL PLANNER™ professional are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board's initial and ongoing certification requirements.

The CRPC® (Chartered Retirement Planning CounselorSM) designation is sought by financial services sales professionals whose focus includes clients preparing for or living in retirement. The designation’s required curriculum is administered by The College for Financial Planning, a regionally-accredited institution accredited by the Higher Learning Commission, a member of the North Central Association, a member of the North Central Association. The College is a wholly owned subsidiary of Apollo Group, Inc., Phoenix, AZ. The mark CRPC is owned by the College for Financial Planning and is awarded to individuals who successfully complete the College’s initial and ongoing designation requirements. For information regarding complaints against a designee, visit www.cffpdesignations.com/Designee/standards.