David Brodsky

CPA, MBA, JD

Senior Wealth Advisor

140 Kendrick St, Building B, 3rd Floor
Needham, MA 02494

david.brodsky@focuspartners.com

Services and personalized investment advice are only provided pursuant to an advisory agreement with the client. We do not provide individualized stock recommendations over social media. Be aware that specific investment opportunities shared through WhatsApp are fraudulent.

Professional Certifications

CPA – Certified Public Accountant
MBA – Master of Business Administration
JD – Juris Doctor

About David

For nearly 25 years, David has focused his practice on investment management, tax and estate planning, and financial counseling.

Education and Professional Milestones

James Madison University - BBA in Business Administration
Boston University School of Law - JD
Northeastern University - MBA and MS with a Concentration in Accounting
Licensed Certified Public Accountant
Admitted to practice law in Massachusetts
Investment Adviser Representative (Series 66)
Has worked as a tax specialist in the Boston office of KPMG LLP
Completed the Certified Divorce Financial Analyst training program