The Face of Financial Planning: David Vargo

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After working for years in a large financial planning company, David Vargo decided it was time to open his own boutique firm in 2001 so he could independently work one-on-one with clients, giving them personalized advice on how to manage their financial goals. “We started our company during tumultuous times and I’m proud to see our clients working towards the financial and life goals they set out to pursue,” Vargo, a CERTIFIED FINANCIAL PLANNERTM and Chartered Mutual Fund Counselor, says of his many long-time clients. Varbeco Wealth Management, an independent wealth advisory firm, offers financial planning, wealth management, asset protection and preservation strategies for financial independence.

Securities offered through LPL Financial, Member FINRA/SIPC. Financial planning offered through Varbeco Wealth Management, a Registered Investment Advisor and a separate entity from LPL Financial.

Varbeco Wealth Management
802 West Park Ave.
Bldg. 3, Ste 301
Ocean, NJ 07712