Welcome to DavidOrsolino.com

This site offers a roadmap to help you navigate all the information you need to know about designing a plan for a successful future. Specializing in several of the most critical areas of your financial planning, David is committed to providing you the appropriate strategy for your wealth!

About David Orsolino

About David Orsolino
David Orsolino graduated from the University of North Carolina at Greensboro with a Bachelors Degree in Business. After years in the Financial Services Industry, he went on to pursue his accreditation of a Certified Financial Planner™ professional.

Philosophy

Philosophy
As the financial environment is constantly changing, it is imperative to coach our clients around these changes, and adjust our strategies accordingly. This definition of philosophy places a lot of emphasis on values, reasoning, mindset, and rationality.

Uncommon Knowledge®

Approach
Deciding how much to save for a given event can feel like pulling a number out of a hat. Over time everything changes: markets ebb, costs rise, goals fluctuate. There is a better way to plan that doesn’t involve predicting the future.

Check the background of our investment professionals on FINRA’s BrokerCheck.