ADDITIONAL INFORMATION

David Lebold (Investment Advisor Representative)

David Lebold is the regional director of Burgos & Brein in Southeast Florida, and the newest member of the team. In keeping with the firm’s mission, he is an advocate for solutions that reduce financial risk and strives to educate and assist retirees on ways to protect and preserve their financial security.

 

David is an Investment Advisor Representative, registered with the state of Florida. David offers investment advisory services through Burgos & Brein, a Registered Investment Advisor Firm.

 

As a Retirement Income Specialist, David provides a specific written plan of action to help clients achieve their goals and dreams during retirement and beyond. He works to ensure retirees have the tools and resources they need to live a rewarding retirement and lifestyle. David is extremely passionate about not only helping people enjoy a worry-free retirement but also forming trusting relationships with his clients for years to come.

 

With over 20 years experience in the financial industry, David understands the importance of planning for a financially secure retirement with life insurance and personal hybrid annuity pension plans. Without a plan, the results for retirement could be devastating.

 

David has been involved in the Southeast Florida community since 2004, educating the senior community about the safety of money. He hosted a radio show for two years on WFTL 850 AM called “Retirement Matters. Looking Ahead Financially.” Topics he covered included avoiding potential IRA traps, hybrid annuities and effective ways to help make your retirement income grow with safety. David has also been on other radio stations such as WPSL and WSTU as well. “It’s all about educating the public first and foremost!”

 

David is married to his “one true love,” Jackie. They have a son, Brock, who is the best person in their lives. They reside in Boca Raton and are active in the community and in helping local charities. Outside of work, David loves to spend quality time with his family and friends. He enjoys working out at the gym and loves to play and watch football, basketball, and ice hockey.

 

 

Burgos & Brein is the leading financial advisor and retirement planning firm in Apopka, Clermont, Kissimmee, Lake Mary, Maitland, Ocoee, Orlando, Oviedo, Windermere and Winter Park specializing in long-term investments.

FINANCIAL ADVISOR     RETIREMENT PLANNING     IRA PLANNING     INSURANCE     FINANCIAL ANALYSIS     LONG-TERM CARE PLANNING     VA PENSION ASSISTANCE      MEDICAID PLANNING     ACTIVELY MANAGED INVESTMENTS

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