David Sutton

Sr. Insurance Specialist & Planning Associate

David Sutton is a Wealth Advisor and Underwriting Coordinator at Tomoro, where he has contributed since 2020. With over a decade of experience in the financial services sector following his studies at Rutgers University, David brings a wealth of expertise to his role.

In his capacity as Director of Advanced Planning, David works closely with senior advisors to tackle complex financial planning issues while also nurturing strong community connections. His focus is on assisting families with risk management and wealth accumulation, ensuring that their financial strategies are both effective and tailored to their unique needs.

Insights

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Unlocking the Secret to Effortless Savings: Insights from David Mozeika

According to Forbes, about 28 percent of Americans have less than $1,000 in savings across emergency funds, non-workplace retirement accounts, or i...

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Cash Flow Strategies for SMBs: Optimize, Access Credit, and Overcome Challenges

According to a 2023 Goldman Sachs survey, over 75% of small businesses in the United States hold concerns about accessing capital to finance their ...

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Family First: Protecting Your Loved Ones with Insurance Planning

After the years you’ve spent establishing your career, building your business, or accumulating wealth for future generations, it’s only fair that y...

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Real Estate Investing vs College Saving: Where Should You Put Your Money

Whether you’re a new business owner starting a promising venture or a seasoned entrepreneur, finding ways to make your company more resilient will ...

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Building Business Resilience with Risk Management & Insurance

Whether you’re a new business owner starting a promising venture or a seasoned entrepreneur, finding ways to make your company more resilient will ...

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A Physician’s Guide to Managing Student Loan Debt

There’s no doubt about it—going to medical school to become a physician is expensive. According to the Association of American Medical Colleges (AA...

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The Ultimate Guide to Estate Planning

When you’ve spent decades building a solid financial foundation to pass on to your next of kin, the last thing you’d want is friction when it comes...

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Is My Business on Track for a Successful Exit?

When starting businesses, many entrepreneurs plan to grow and scale them with the long-term goal of eventually selling the company. But the path to...

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