Join Gay Financial Advisor David Treece for a self-paced online course that goes beyond traditional financial planning advice to help you retire out loud, proud, and prepared.
Your discounted one-time fee unlocks:
Celebrate LGBTQ+ Pride Month! Register now with code LVP30 and SAVE 30%!
David Treece is a fearless financial advocate for the LGBTQ+ community
David proudly says transgender. And gay. And bi. And queer. And lesbian. And non-binary. And …
It's not enough to say, “I treat everybody the same” because everyone is NOT the same.
He and his diverse team at Treece Financial Group lift up marginalized identities because it shows respect for a community that has long faced discrimination. As a gay-identified financial advisor, he has experienced LGBTQ+ individuals’ real-world apprehension and mistrust toward the historically conservative financial industry.
David has provided advocacy-oriented financial advice and service to South Florida’s LGBTQ+ community for over 30 years. At the forefront of his work is navigating the sometimes complex financial and healthcare needs of LGBTQ individuals as they age, oftentimes alone without a strong support network.
He is a national leader in educating financial advisors on understanding LGBTQ+ clients' unique issues when it comes to financial and life planning.
Beyond financial planning, David is a dedicated behind-the-scenes community advocate who has been a pioneer in making Miami a leader in LGBTQ+ inclusion. He is the Founder and First President of the Miami Dade Gay & Lesbian Chamber of Commerce (MDGLCC), which has grown to be one the nation’s largest LGBTQ Chambers in the U.S. David has also been honored by The National Gay & Lesbian Task Force and SAVE LGBT for his contribution to advancing full freedom, justice and equality for LGBTQ people.
David holds life, health, and annuity insurance licenses as well as series 6, 22, 52 62, 63, and 65 securities registrations, and has an MBA from the University of Michigan, Ann Arbor. He and Luis, his husband of 39 years, divide their time between Miami and San Antonio de Araco, Argentina.
Securities and advisory services are offered through Registered Representatives of Cetera Advisors LLC, member FINRA/SIPC, a broker/dealer and a registered investment adviser. Cetera is under separate ownership from any other entity. Treece Financial Group is not affiliated with Cetera Advisors LLC.
These webinars are purely educational. No products or services will be offered for sale and there is no obligation.
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