Find the Right Financial Strategy
David Layo, Wealth Advisor
CUSO Financial Services, L.P.*
David works closely with Citadel clients and local businesses to create financial strategies that are unique to their personal needs.
Building Your Personalized Financial Plan
“Everyone’s economic and life situation is unique. I keep that in mind when meeting with clients, whether it’s to help clients accumulate assets for retirement, maintain financial independence throughout retirement, or transfer a legacy the most tax efficient way to heirs.
I believe that personalized service is essential when matching clients with the right financial strategy unique to their goals. I am dedicated to understanding each client’s personal goals and, together, we will use them to help build a financial plan focused on their specific needs. I strive to develop lasting relationships built on a solid foundation of friendship and superior service.”
Check the background of this financial professional on FINRA’s BrokerCheck.
David joined Citadel in 2006, and he has been active in the financial services industry since 1997. His wide range of experience includes investment planning, insurance protection, estate planning, retirement planning, and specializing in retirement rollovers.** He is a graduate of West Chester University, achieving a Bachelor of Science degree with concentrations in finance and marketing.
Securities Licensed in the following states: Alabama, Arizona, California, Delaware, Florida, Georgia, Maine, Maryland, Massachusetts, New Jersey, New York, North Carolina, Ohio, Pennsylvania, South Carolina, Texas, Tennessee and Virginia.
David works out of the Citadel Wealth Management Center in West Chester and also covers our Paoli office.
Awards and Recognition
- Philadelphia magazine’s Five Star Award Winner, 2014-2016**
- CFS Gold Pacesetter Award Winner+
Contact David to set up a consultation.
Direct: (610) 380-6005
Fax: (610) 466-6432
Assistant: Jocelyn Donovan, (610) 380-7002
Financial planning with one focus: you.See Our Services
*Non-deposit investment products and services are offered through CUSO Financial Services, L.P. ("CFS"), a registered broker-dealer (Member FINRA/SIPC) and SEC Registered Investment Advisor. Products offered through CFS: are not NCUA/NCUSIF or otherwise federally insured, are not guarantees or obligations of Citadel, and may involve investment risk including possible loss of principal. Investment Representatives are registered through CFS. Citadel has contracted with CFS to make non-deposit investment products and services available to Citadel members.
***Five Star Professional is an independent third-party research firm. The Five Star award is not indicative of an individual's performance. Inclusion on the Five Star list should not be construed an endorsement by Five Star Professional or the magazine. Visit www.fivestarprofessional.com for information on research/selection methodology.
**Before deciding whether to retain assets in an employer sponsored plan or roll over to an IRA an investor should consider various factors including, but not limited to: investment options, fees and expenses, services, withdrawal penalties, protection from creditors and legal judgments, required minimum distributions and possession of employer stock.
+This award is presented by CFS as a way to recognize top advisors for their dedication to high standards, commitment to superior service, and outstanding performance in delivering investment services to clients.