Broker Check
David C. Helfrich

David C. Helfrich

Senior Financial Advisor

Education:

  • East Stroudsburg University
  • Bachelor of Science in Economics
  • Minor in Corporate & Personal Finance

Registrations & Licenses:

  • Series 6, 7 & 63 Registrations
  • Life, Health and Accident Insurances -

As a Senior Financial Advisor at Allied Wealth Partners, David C. Helfrich is recognized for his 31 years of client dedication, leadership and excellence in all aspects of wealth management.

Valued clients are accustomed to a quality consultative experience as well as pertinent financial education. David takes pride in building life and annuity insurance solutions that compliment his clients' financial lifestyles. His approach is comprehensive, helping individuals utilize life insurance to provide protection and in some cases supplement tax advantaged streams of income for retirement or college tuition purposes. In addition, he offers financial strategies aimed to provide relief from estate taxation and helps them address estate erosion to work towards continued fiscal security of future generations. David also works closely with small business owners to implement employee benefit packages, including 401k, 403b, Simple IRA, and group health insurance.

What separates him from many of his professional peers is his commitment to listening to his clients' needs and recommending a high-quality product or service that will help enable them to meet individual objectives. He guides each client every step of the way from the fact-finding stage to implementation and goes the extra mile to maintain his professional relationships.

David is a Life & Qualifying Member of The Million Dollar Round Table and has been nominated for Court of the Table.

Mr. Helfrich holds a Bachelor of Science in Economics from East Stroudsburg University and has his Series 6, 7 and 63 registrations. Additionally, he is licensed in life, health and accident insurance.


For a comprehensive review of your personal situation, always consult with a tax or legal advisor. Neither Cetera Advisor Networks LLC nor any of its representatives may give legal or tax advice.

The cost and availability of life insurance depend on factors such as age, health, and the type and amount of insurance purchased. Before implementing a strategy involving life insurance, it would be prudent to make sure that you are insurable by having the policy approved. As with most financial decisions, there are expenses associated with the purchase of life insurance. Policies commonly have mortality and expense charges. In addition, if a policy is surrendered prematurely, there may be surrender charges and income tax implications.

The Million Dollar Round Table (MDRT) is an independent association. Membership is based on production and does not qualify a financial professional to provide investment recommendations or advice.