David B. Trenner leads our Estate Planning team and specializes in personal financial planning strategies. He received a BS in Accounting and Business Administration with a focus on Economics from High Point University. He went on to complete the University of Virginia School of Continuing and Professional Studies certificate program in Certified Financial Planning. David maintains the Certified Financial Planner designation and has been an investment advisor representative of D’Orazio & Associates since June of 2012. In his free time, David enjoys spending time with his wife, home improvement projects, and trying to keep up with his children and dog. David is in a relationship management role and is a primary point of contact for matters related to estate planning, financial planning, and small business planning.
What makes D'Orazio Advisors unique?
Our team approach where we give clients unparalleled personalized advice from someone who’s passionate about the subject matter.
How is D'Orazio Advisors different from other places you've worked?
A familial atmosphere where everyone's singular focus is our clients.
How would you describe D'Orazio Advisors in one word? Why?
Excellence. The firm is populated with highly intelligent people who are focused solely on what is best for their clients.
What's something you do every morning without fail?
Remind my children that I'm proud of who they are and that I can't wait to return home to them.
What do you value most in your friends?
Honest and genuine individuals.
Comedies or dramas?
Comedies
Cats or dogs?
Dogs
Beach or mountain vacation?
Chesapeake Bay
Professional credentials or designations should not be viewed as the sole determining factor in obtaining or retaining a financial adviser’s services. Please see our disclosure page for further information on the professional designations discussed on this webpage.