David Belisle WMCP®

David Specialist is a finance expert with extensive knowledge and experience in managing capital for individuals and businesses. He has a Bachelor of Science degree in Finance and Financial Management Services from the University of Phoenix. David's career is a reflection of his passion for finding creative ways to maintain control of his capital while maximizing profits. He believes that it is not just about what one makes but, more importantly, what they keep. David has served as a Tax Deferral Specialist at Estate Planning Team and was formerly the Owner at Paramount Financial.