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Address:

Concord Offices
81 Middle Street
Concord, MA 01742
Phone: (978) 369-2255

26 Hawthorne Village
Concord, MA 01742
Phone: (978) 776-6155

Phone:

David Chwalek

David Chwalek

David Chwalek has been helping individuals, families and business owners achieve their financial goals since 1991. A graduate of Boston College, David began his career with The Prudential before co-founding Select Financial Services in Holliston, Massachusetts in 1995.  He was with Investors Capital for 15 years before joining Voya Financial Advisors.

David assists clients with investment and retirement strategies, insurance, divorce financial planning, college funding and fee-based financial consulting. He is prepared to work in concert with your other professional advisors to see that each and every aspect of your financial program is properly addressed. Regular contact and annual reviews ensure that your plans remain on track.

In 2005, David was awarded the Certified Divorce Financial Analyst designation (CDFA) and in 2006, he earned the Chartered Retirement Plans Specialist designation (CRPS). David is a Past President of the Concord Chamber of Commerce and active member of BNI Junction.  He also wrote a personal finance column, Dollars & Sense, in The Concord Journal for several years.

He is the proud father of three wonderful children, Landon, Ava and Luke.  In his spare time David is usually watching his kids play soccer, swim or dance.

 

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Phone (978) 369-2255