David Chwalek has been helping individuals, families and business owners pursue their financial goals since 1991. A graduate of Boston College, David assists clients with investment and retirement strategies, college planning 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 more than 15 years. He also wrote a personal finance column, "Dollars & Sense," in The Concord Journal for several years. David and his business partner, Renee, are the co-authors of the book, Money & Divorce: Costly Mistakes You Don't Want to Make.
He is the proud father of three wonderful college-aged children, Landon, Ava and Luke.