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David Earls HeadshotDavid 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.

Specialty

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.

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Disclaimer

*Non-deposit investment products and services are offered through CUSO Financial Services, L.P. (“CFS”), a registered broker-dealer (Member FINRA/SIPC) and SEC Registered Investment Advisor. Products offered through CFS: are not NCUA/NCUSIF or otherwise federally insured, are not guarantees or obligations of the credit union, and may involve investment risk including possible loss of principal. Investment Representatives are registered through CFS. The Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members.

Financial Advisors are registered to conduct securities business and licensed to conduct insurance business in limited states. Response to, or contact with, residents of other states will be made only upon compliance with applicable licensing and registration requirements. The information in this website is for U.S. residents only and does not constitute an offer to sell, or a solicitation of an offer to purchase brokerage services to persons outside of the United States.

CFS representatives do not provide tax or legal guidance. For such guidance please consult with a qualified professional. Information shown is for general illustration purposes and does not predict or depict the performance of any investment or strategy. Past performance does not guarantee future results.

A Safe Place for Your Money

As a member of Workers, take comfort in knowing that every dollar you deposit is safe, secure, and 100% insured. All deposits are fully insured by a combined insurance coverage of the NCUA, up to $250,000, and the MSIC covers the rest. Now that’s safe keeping.