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Dave Gaffney

Regional Vice President

234-208-7936 - direct

866-236-4370 Ext. 936

216-539-3416 - fax


2004 E Irvington Rd #252

Tucson, AZ 85714


Dave started his financial career in 1993 as a Series 7 & 63 Registered Representative and Insurance Agent.  In 1995, he opened his own boutique financial planning firm, and became a Series 24 Registered Principal and an Office of Supervisory Jurisdiction for a large national Broker Dealer.  Dave’s expertise in estate and business planning coupled with his knowledge of Medicaid and VA Aid & Attendance has led to his success in both personal production and helping advisors across the county increase their production and profitability.

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