About Me

I help my clients accumulate, preserve, and transfer wealth by making educated financial decisions.

I have a long history of assisting clients through life events and preparing them for the future. We will work together to set a plan that works best for your needs, and we will meet regularly to adjust this plan as you and your family's goals change.

I began my financial planning career in 1973. I have several designations: CLU® (Chartered Life Underwriter), ChFC® (Chartered Financial Consultant), & Certified Financial Planner™ Practitioner.

My experience includes working as a financial planner, trainer, and equity coordinator with several large insurance broker-dealers in the financial services area, and as an engineer, before becoming a financial planner.

I was a Past-President of the Colonie-Guilderland Rotary Club and a Co-Chair of Rotary District 7190 Youth Exchange Program for 15 years. I reside in East Greenbush, NY with my wife. We have a daughter and son.

My Philosophy

I believe that trust and mutual respect are essential to a successful relationship between clients and their financial planner.

Learn More
 

Address: 112 Moore Road, East Greenbush, NY 12061

Phone: 518-477-9074

Email: dchin@investmentctr.com

David Chin Financial

All Securities Offered Through The Investment Center, Inc. Bedminster, NJ Member FINRA/SPIC.

Advisory Services Provided Through IC Advisory Services, Inc. - An SEC Registered Investment Advisor.

David Chin is a Registered Representative of The Investment Center, Inc. Tax preparation and accounting services are provided by David Chin. Such services are not affiliated with The Investment Center Inc. or IC Advisory Services, Inc. 

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