David Juliano, CLU, ChFC, AIF

David Juliano, CLU®, ChFC®, AIF®, was previously IT product manager, wealth management, for Commonwealth Financial Network®, member FINRA/SIPC, the nation's largest privately held Registered Investment Adviser–independent broker/dealer. He left the firm in 2015.

Information about securities-registered professionals may be found at FINRA BROKERCHECK.

Recent Posts

A Fresh Look at Creating Investment Policy Statements

Life Expectancy and Pension Planning

Pension Payout Strategies: A Holistic Approach to Advising Clients

A Fresh Look at Creating Investment Policy Statements

Posted by David Juliano, CLU, ChFC, AIF

September 9, 2015 at 1:30 PM

Recently, I've been pondering the differences between thinking and knowing. We've all heard that "knowledge is power"—and in our business, it helps to know about a variety of investment topics. More knowledge is a good thing, right? Well, maybe.

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Topics: Asset Management & Investing

Life Expectancy and Pension Planning

Posted by David Juliano, CLU, ChFC, AIF

April 30, 2014 at 1:30 PM

As a financial advisor, you must help clients consider their personal life expectancy, as well as their spouses', for pension planning. Understandably, life expectancy and survivor benefits are some of the most difficult factors to discuss.

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Topics: Retirement Income Planning

Pension Payout Strategies: A Holistic Approach to Advising Clients

Posted by David Juliano, CLU, ChFC, AIF

April 29, 2014 at 10:00 AM

Pension payout options may intimidate or even frustrate some of your clients. With 25 or more annuity choices, as well as a lump-sum option, this can—understandably—be a daunting decision.

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Topics: Retirement Income Planning

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