Currently
Co-Founder
Education
Holy Cross, New England Law
Company Info
Summary
- 30+ years experience as a wealth preservation advisor
- Expert in elder law and retirement money management
- Currently an attorney, chartered underwriter, and chartered financial consultant
Experience
David Rando is an attorney, chartered life underwriter, and chartered financial consultant. He has been advising retirees on wealth preservation and protection since 1985. He has written many articles on issues affecting retirees including income and estate taxation, IRA distribution planning, long-term care, and Social Security.
David is a frequent speaker across the country a🅷nd co-founder of the Senior Resource Centers and Senior Capital Solutions. He is a member of the Society of Financial Service Professionals, National Academy of Elder Law Attorneys, National Community Foundation, and the Massachusetts, South Carolina, and Geꦦorgia Bar Associations.
Education
David earned hi🐻s JD f𒁏rom New England Law and a Bachelor of Science from Holy Cross.