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David J. DiPasquale

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    Financial success begins with financial education!

  • What if you could work with a professional who took a completely different approach to money management?

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    Get to Your Optimal Financial Place

    The Living Balance Sheet® is an online organizational platform that provides people with a complete, wide-angle view of their financial world.

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  • David'sTop 10 Articles

    1. 15 Financial Balance Rules
    2. Trying to Get Ahead
    3. What's in a Number
    4. It's More Than You Think
    5. Fairy Tale Called Risk = Reward
    6. 401(k) Picture
    7. Real Cost of Losing Money
    8. 15 vs 30 Year Mortgage
    9. Comprehensive Balance Sheet
    10. Debt vs. Savings – Which Comes First?

  • Videos

    Financial Truth

    Over Reliance on 401(k)

    Manage Debt

    For Your Life

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Registered Representative of Park Avenue Securities LLC (PAS). Securities products offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. Certified Financial Services LLC is not an affiliate or subsidiary of PAS or Guardian. CA Insurance License Number - 0H09512.

This material is intended for general use. By providing this content Park Avenue Securities LLC and your financial representative are not undertaking to provide investment advice or make a recommendation for a specific individual or situation, or to otherwise act in a fiduciary capacity. Guardian, its subsidiaries, agents, and employees do not provide tax, legal, or accounting advice. Consult your tax, legal, or accounting professional regarding your individual situation.

2024-167331 1/2026

 

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