Client Service Associate
David has a bachelor’s degree in Finance from the University of Miami. He was born and raised fishing the waters of South Florida. He compares the art of fishing to the necessity of a sound financial plan. It is with years of experience and technique where you learn to catch fish. After navigating the waters for many years, you learn that a variety of fish may require different tactics. The mapping of a financial plan is no different. PCG financial advisors throughout the years have supported the different milestones of a family’s life. As with the ever-changing tides, PCG financial advisors are there to guide families through the calm and rough seas. David is part of this experienced team that strives to help families build and keep wealth for generations to come.
David Prieto provides administrative support services only and is not licensed or authorized to effectuate trades or provide advice.