Overview
As a Senior Wealth Advisor at Kaufman Rossin Wealth, LLC and Insurance Agent at Kaufman Rossin Insurance Services, David Liska collaborates with firm professionals to support financial planning services to clients. David brings decades of developing relationships and establishing financial plans to meet clients’ goals and objectives.
David has over 30 years of experience in the South Florida financial services industry. He applies his knowledge of the environments, goals, and values of his high-net-worth clients to craft tailored financial plans focused on protecting, building, preserving and managing each client’s wealth.
Throughout his career, David has led wealth management and private banking teams for Fortune 500 companies such as New York Life Insurance Company, JP Morgan Securities, and SunTrust Bank and Investment Services. At Kaufman Rossin Wealth he plays a key role in designing and implementing financial plans for clients. He is based in our Fort Lauderdale office and is a specific resource for clients in Broward County and its communities.
David holds Florida life insurance, health, securities, and variable annuities licenses. A lifelong resident of South Florida, David enjoys staying involved in the community by volunteering as a youth soccer and baseball coach with the Children’s Miracle League. He earned his Bachelor of Science in Business Management, and his Certificate of Specialization in Financial Planning from Nova Southeastern University.
Education
Bachelor of Science, Business Management, Nova Southeastern University
Services
- Financial Planning
Industries
- Private Clients
