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David W
CFP®, Series 63, Series 66
Boca Raton, FL
Strategic Investments & Insurance
David Whitman is a CFP®-certified financial advisor with 31 years of industry experience. He is the principal of Strategic Investments & Insurance, an independent firm based in Boca Raton, FL. Prior to founding his own practice, he worked at Advisory Alpha, LLC and H. Beck, Inc. Whitman is also a licensed insurance agent offering fixed and equity-indexed annuities, life, disability, long-term care, and Medicare supplement insurance products. Strategic Investments & Insurance serves individual and high-net-worth clients, as well as pension and profit-sharing plan sponsors. The firm employs a value-oriented, long-term investment approach with tactical and strategic asset allocation, offering ongoing asset management, retirement-plan rollover advice, and referrals to third-party managers. It integrates insurance and annuity offerings alongside advisory services, with most client assets managed on a non-discretionary basis.
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