David Caccese, CFP®
First Vice President/Wealth Management

 

Welcome to Caccese Wealth Management of Janney Montgomery Scott LLC. David M. Caccese, CFP®, CLTC serves as First Vice President/Wealth Management in Janney's Allentown, PA office. David is a Certified Financial Planner Practitioner with over 19 years experience in the financial services industry. 

At Caccese Wealth Management, our focus is always on the client. We are dedicated and committed to providing the highest level of quality service to each of our clients. Trust, ethics, and competence create the cornerstone of our long-lasting client relationships. Many of our long-term relationships have turned into long-term friendships.

 

LATEST NEWS

 

David recently obtained the CLTC professional designation.

CLTC stands for "Certified in Long Term Care".  As a graduate of this program, David completed a rigorous multidisciplinary course that focuses on the profession of long-term care.  As a CLTC professional, I have the experience and expertise to work with you and your other advisors to create a plan that will protect you.

 

 

 

Test Drive Your Retirement: Let us help you evaluate your current plan for retirement and discuss the issues critical for financial success during retirement with our proprietary Janney Retirement Income Evaluator.

 

2014 KEY NUMBERS- Key Financial Planning and Tax Planning numbers for 2014