David Freno CFP® CEPA®
David joined the TransitioNext Advisors team as Vice President & Financial Planner in 2021, combining his practice focused on comprehensive and customized financial planning with an established team that supports business owners and entrepreneurs. He brings creativity and passion to his work as a highly motivated connector, strategist, and problem solver. David is committed to making sophisticated financial planning and education accessible to all. His clients include hedge fund managers, physicians, lawyers, and business owners, and he has a unique focus on LGBTQIA+, artists, musicians, content creators, Esports, entrepreneurs, and educators.
David is a first-generation college graduate. He earned a Bachelor of Arts in Psychology and Piano Performance from Case Western Reserve University in 2013 and completed a Certificate of Financial Planning from New York University in 2020. After building a successful career in nonprofit management, he discovered his true passion in Financial Planning & Wealth Management, dedicating his career to help others achieve financial security and independence at every stage of life.
David A. Freno is a registered representative of and offers securities and investment advisory services through MML Investors Services, LLC. Member SIPC (www.sipc.org). OSJ: 2012 W. 25th Street, Suite 900, Cleveland, OH 44113. 216.621.5680. CRN202408-750855