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Meet Our Team

David F. Brochu, CFP®
David F. Brochu, CFP® is the President and founding partner of StrategicPoint Investment Advisors. He has a certificate in Financial Planning from the College of Financial Planning and is a Certified Financial Planner™ certificant.

David appears as a regular guest on Rhode Island’s WJAR/NBC10's Sunrise Show with Frank Coletta. David serves on the boards of Johnson & Wales University and The Rhode Island Philharmonic. David holds the FINRA Series 7, 8, 24, 27, 63 and 65 securities licenses as well as RI, MA, NH and CT Life and Health Insurance Producers Licenses.

Email: dbrochu@StrategicPoint.com
Phone: 401-273-1500 x1103
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“We have always attempted to view and construct the wealth management process through the eyes of our clients and continue to enhance our services and offerings to meet their evolving needs.”

David F. Brochu, CFP®
President and CEO
   


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