David A. Radoccia, CFP®, ChFC®

David is a Managing Director at PensionmarkMeridien. With extensive experience in both insurance and investments, David has used his passion to help develop unique processes and methods to assist employers and employees, as well as individual clients and families, finding ways to maximize their retirement dollars and to help achieve financial independence.

David is experienced in Qualified Retirement Planning for Businesses and Non-Qualified Benefit Programs for Executives and Highly Compensated Employees. He also leads Financial Planning for the firm as well as working within the Wealth Advisory practice. David serves on PensionmarkMeridien & 39’s Investment Advisory Committee.

Finally, David serves on the Insurance Advisory for the Town of Walpole, MA, as well as being active in the Walpole community. He also serves in various capacities on Boards and Committees at Walpole Country Club and at The Strand in Naples, Florida.

After receiving his Bachelor of Science Degree in Marketing/Management from Bentley University in 1985 along with an Associate Degree in Accounting and Management, David began his career in 1985 with SunLife Financial before joining PensionmarkMeridien in 1997.

David obtained his CERTIFIED FINANCIAL PLANNER™ in 1993 and Chartered Financial Consultant (ChFC) since 2005. He lives in Walpole with his wife, Laura Quenneville, and has 2 daughters and 2 grandchildren.