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David J. Boczar, CFP®, CFA
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Unique Wealth Management and Financial Planning Practice
David is passionate about making a difference in people's lives. Unlike most Financial Advisors, he brings institutional-based investment skills to the table. He stresses the importance of top-notch client service. The aim is to help clients achieve their goals more efficiently: retire earlier and with greater confidence, afford a better school, leave more to charity, or protect family wealth.
David services his clients in a comprehensive manner. Understanding their overall family or business needs is key to creating an environment for financial success. He does not focus on just one issue, such as retirement. Doing so limits his (or anyone's) ability to make suitable recommendations, as many aspects of financial decision making are interrelated. Whether a client is an individual or a small business, David can help craft strategies related to asset management, retirement planning, life insurance, estate planning,* educational funding, business succession, and long-term care needs.
Unique Professional Background for a Planner
David has extensive experience in the global financial services industry in investment research, money management, advisory, compliance, and banking. David began his career as a credit analyst working for a top insurance company (Mutual Benefit Life) and later for an independent bond rating agency (MCM). His expertise was in evaluating corporate bonds and the management of bond portfolios. David then helped New Japan Securities Int'l -- a leading global financial services firm -- develop its U.S. equities presence, later becoming head of U.S. equities research. In 1994 David joined a boutique research firm, Value Investing Partners. In time, he became Chief Compliance Officer, Chief Operating Officer, and UK-subsidiary Branch manager. In 2003 David joined the Connecticut Agency, an office of MetLife Financial Services, where he began developing his client-focused financial planning practice. He recently founded Emerald Wealth Advisors and partnered with Westport Resources, a boutique broker/dealer firm and Registered Investment Advisor (RIA) that serves the needs of its clients in a uniquely personalized manner.
David has an MBA degree from Seton Hall University and BA degrees in English and Business Administration from Rutgers University. A Chartered Financial Analyst (CFA) and a CERTIFIED FINANCIAL PLANNER™ professional, David is one of only 2,000 professionals -- worldwide -- to hold both prestigious titles. David is also a frequent guest on financial news and radio broadcasts. David is active in numerous charities and professional organizations. These include the Easton Exchange Club (focused on child abuse prevention), First Presbyterian Church of Fairfield, the American Heart Association, Fairfield Chamber of Commerce, the Financial Planners Association, and the Welcome Club of Fairfield/Easton. David, his wife and two children live in Easton, CT.
Contact:
David J. Boczar, CFP®, CFA
315 Post Road West
Westport CT 06880
Tel (203) 226-0222; (800) 935-0222
dboczar@emeraldwealthadvisors.com
www.emeraldwealthadvisors.com
* David J. Boczar, CFP®, CFA does not provide tax or legal advice. Please consult your tax advisor or attorney for such guidance. David J. Boczar is a Professional Affiliate of Westport Resources. Westport Resources Management, Inc. (WRM) is an Investment Advisor registered with the SEC and the State of Connecticut. Westport Resources Investment Services, Inc. (WRIS) is a Broker/Dealer registered with the SEC and is a member of the NASD and SIPC. WRM and WRIS are not affiliated with Emerald Wealth Advisors. For more information about Westport Resources, please visit the company's web site at www.westportresources.com