David M. Earls serves as a Registered Representative for the Retirement Planning & Investment Center available through CUSO Financial Services, L.P. David works in a close partnership with Ryan LeBlanc. The two of them use a team approach that complements each other’s strengths and their abilities to provide clients with the highest quality service and guidance.
David is focused on complete financial services including college and estate strategies, investment guidance, retirement strategies and, where applicable, general business advice. He has extensive experience and knowledge in strategic investment and retirement strategies for individuals and households. His high personal and professional integrity provides financial strategies with his clients’ best interest in mind.
Education & Experience:
David graduated from Assumption College in Worcester in 1974 with a Bachelor of Arts degree, majoring in Math and Economics. He spent 20 years at Sanitoy Inc., a manufacturer and distributor of infant toys and accessories, located in Fitchburg. His last 9 years with Sanitoy were as its Chief Financial Officer. Shortly after joining Sanitoy, he returned to Bentley College to expand his knowledge of accounting. He earned a Certificate in Accounting from Bentley in 1982. Prior to joining the Retirement Planning and Investment Center through CUSO Financial Services, L.P., David worked as a Registered Representative with Phoenix Home Life in their Boston agency. David is FINRA Licensed in multiple states. He is also a Chartered Retirement Planning Counselor.