David Ocasio ChFC®
David Ocasio, ChFC, Fiduciary and Investment Advisor Representative with Horter Investment Management, LLC. My passion is delivering retirement solutions for families across the country. I specialize in capital preservation and retirement income planning.
As a young man I watched my mother become a widow at a young age, this personal experience ignited my passion and desire to help pre-retirees and retirees secure a fruitful retirement. My mission is to help clients protect, preserve, and pass on their wealth to their families through safe, low-risk investments and tax advantaged programs.
My goal is to protect your retirement accounts from losses during market volatility, provide a stream of lifetime income, reduce taxation, (including on your social security benefits, while simultaneously working to maximize your retirement), avoid probate, and provide secure estate planning methods, which includes charitable giving opportunities.
In addition to being a fiduciary, I’m also a Chartered Financial Consultant (ChFC) with The American College of Financial Services, a top designation amongst financial planners. Other certifications include National Social Security Advisor and Financial Educator through the Council of Financial Educators (COFE).
I’m also affiliated with Highland Capital Brokerage as an annuity consultant, helping advisors across the country provide safe retirement solutions.
I’m a family man at heart, my world revolves around my wife Marina, our three daughters as well as our three Rhodesian ridgebacks. Home is western Loudoun County, originally born and raised in the metro DC area. My wife is a Nurse Director, we spend most of time enjoying our property or traveling up and down the east coast in our RV.
When I do have some free time to myself, I enjoy exercising, biking, triathlons, hiking and even climbing an occasional mountain (literally). I’ve climbed Mt. Rainer, Baker and Teton to name a few. When you have three daughters, climbing a mountain is no sweat! I also enjoy sports and fancy myself an amateur military historian. If I didn’t enjoy financial services so much, I would be a history teacher.
Contact me should you require additional information. I am dedicated to helping you plan for your future and meeting your unique needs.
