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David J. Mammina, CFP®, MBA, CRPC®

David J. Mammina, CFP®, MBA, CRPC®

Director of Finance

David became involved in the financial planning industry when he realized that financial literacy was an important part of everybody’s life but wasn’t being implemented or taught to anyone he spoke with. He wanted to be able to help people strive to be their best individually and financially.

In order to reach his goals of helping people, David received his B.S in Business Administration from St. Joseph ‘s College in Patchogue, NY. He went on to complete his MBA in Personal Financial Planning from Molly College in Rockville Centre, NY graduating in 2009 with Honors. In June of 2010 he became a CERTIFIED FINANCIAL PLANNER™ practitioner.

David stands out in the industry because he cares deeply about each client’s unique financial situation. It is not a one size fits all world, and David takes that to heart. David says that his favorite part of his day to day is when he gets to speak with clients, and find out what is going on in their lives.

David has been in the financial planning industry since January 2007 and is of the understanding that learning and keeping up to date should never take a back seat. The industry changes so rapidly that it is important to stay on top of everything that happens in finance and the world.

David was raised in Miller Place, located on Long Island, NY. He grew up taking an active role in his family’s small business. He now resided in Rocky Point with his wife Roseann. When he isn’t helping clients with their finances, David and Roseann enjoy spending time with each other traveling and visiting friends and families.

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.