Broker Check
David B. Layo, RICP®

David B. Layo, RICP®

Financial Planner


Hey everyone,

I’m David, a dedicated and client-focused financial planner with a genuine passion for helping individuals and businesses achieve their unique financial goals.  I believe in active listening and work closely with my clients to offer personalized financial guidance.  Here’s some reasons why clients like YOU work with me:

  • If YOU’RE concerned about your retirement readiness
  • If YOU want transparency about your investment strategies
  • If YOU’RE looking to maximize social security benefits
  • If YOU have questions about your current estate plan
  • If YOU’RE looking for a business succession plan

I have recently launched a series of short educational videos available on the website and my LinkedIn page that I believe will benefit you and your circle of friends and family, which you can view below. In addition, I want to mention that I’ve written a book about retirement called “Retirement Planning, Going Beyond the Numbers”. Download it here.  I think you might find it useful.  It’s filled with practical advice and tips for navigating the retirement landscape, and I would be grateful if you could take a look and share it with anyone you think could benefit from it.  It’s my way of giving back to the community.  AND COMING in 2024, my second book “Business Succession Planning”.    

On a personal note, I am passionate about sports.  I played baseball during my time at West Chester University, where I graduated with a degree in finance and marketing.  Today my focus is trying to stay in shape and working on my golf game.

Want to learn more about retirement planning, investment strategies, estate planning or maximizing social security benefits?  Connect with me today and start a conversation and let’s go beyond the numbers.