David Jaeger works with individuals and families as they navigate various financial opportunities and challenges throughout their lives. David enjoys learning about each client’s unique situation and specific goals so that he can work with them to provide clarity and relieve stress.
David earned his BA in History from Loyola University Maryland and is a CERTIFIED FINANCIAL PLANNER™ professional. He is an active member of both the Boston Estate Planning Council and South Shore Young Professionals.
Securities and advisory services offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser.
