David Peartree, J.D., CFP®

Founder and President

David is a certified financial planner and has been providing investment and financial planning services since 2004. Before that he was a practicing attorney for over twenty years, concentrating in wills and trusts, estate tax planning, and general business matters. He is a past chair of the Trusts & Estates Section of the Monroe County Bar Association. David has written and presented on various investment and financial planning related topics.

Active in the community, David most recently has served on the board and the Finance Committee of Catholic Family Services, a division of Catholic Charities, Rochester, NY, and as a member of the Finance Committee of The Villa of Hope (formerly St. Joseph’s Villa), an agency serving area youth with emotional, mental health, and other special needs.

Past board activities include: St. Joseph’s Villa board member; the Pension Committee of the Rochester Hearing and Speech Center; The Catholic Schools of Monroe County, Diocese of Rochester, NY, as board member and past chair; the Bishop’s Stewardship Council of the Diocese of Rochester, the Planned Giving Advisory Committee of the Diocese of Rochester, and Cancer Action, Inc. He also served as legal advisor to Friends of Scholastic Crew, a not-for-profit corporation supporting scholastic crew in the Rochester region.

Past service also includes active duty as a Marine Corps officer.

David is married with three grown children and has deep family roots in the Rochester community.