As a Senior Financial Advisor at Waterloo Capital, David Sabonghy brings 22 years of experience in delivering comprehensive financial solutions tailored to meet the unique needs of high-net-worth individuals and families. Known for his deep expertise in retirement planning, investment strategies, tax, and estate planning. David is dedicated to guiding clients through complex financial landscapes with clarity and confidence.
David holds a Bachelor of Science in International Business from Spring Hill College and has earned the Chartered Retirement Counselor certification underscoring his commitment to professional excellence. He is particularly adept at developing customized investment strategies, navigating complex tax and estate scenarios, which allows him to deliver actionable insights and innovative solutions.
What sets David apart is his unwavering commitment to building meaningful relationships with clients. He believes in a client-centric approach, taking the time to understand each client’s goals and aspirations to craft personalized financial plans that align with their long-term objectives.
Outside of his professional role, David is actively involved in community service. He serves on the board of Medical Missions of Divine Mercy, a non-profit dedicated to providing medical care in underserved areas, and is also a board member for God’s Garden, an organization that promotes organic food production for food banks and offers gardening education to foster sustainability in the local community reflecting his commitment to giving back and contributing to the community.
David is excited to leverage his experience and expertise to help you achieve your financial goals and navigate the path to financial security and success.