David Chwalek

David Chwalek has been helping individuals, families and business owners address their financial goals since 1991. A graduate of Boston College, 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.

David is a Past President of the Concord Chamber of Commerce and was an active BNI member in Concord for over 15 years as well.  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.


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Phone (978) 369-2255