About David Appleby

David Proudly serviced our nation in the United States Air Force and reserves for six years. He has lived in the Bradenton/Sarasota/Tampa area for 30 years. David has served in the financial industry since 1992.

David holds the ChFC & QFP designations that signify qualifications as a Financial Planner. The ChFC requires more educational requirements than the CFP (Certified Financial Planner) designation. David also holds the CLU designation which is the highest designation that a person can receive in the Insurance Industry.

David has a well rounded education to be able help his clients in all areas of finance, tax, wealth management and insurance. David is very knowledgeable in all types of investment accounts and strategies that allow your money to grow at a comfortable risk while focusing on reducing taxes.

David’s wife Monica works alongside him in their business and they have two wonderful children Charmaine and Roman. He also serves as a legal guardian to two mentally challenged men.

David believes in giving back to our community and is a faithful giver and supports a multitude of charities.

To achieve the above credentials and certifications shows that David has met rigorous proficiency standards of education, examination, and experience in the required areas of finance and insurance.

A back ground check and a commitment to a client code of ethics is required.

David’s Education and Credentials

• ChFC – Chartered Financial Consultant ChFC®

• Certified Life Underwriter - CLU®

• Qualified Financial Planner QFP®

• Charter Advisor for Senior Living - CASL®

• Certified Tax Specialist CTS®

• Registered Financial Consultant - RFC®

• Certified Senior Advisor - CSA®

Registrations and Licenses

• Investment Advisor Rep

• BeeSure Wealth Management, Inc. Series 65 Life, Health, and Annuity.