David Brochu joined RGB Financial in 2015 and has been instrumental in developing the RGB Financial investment process and company culture. David is a partner at RGB Financial along with his father Robert Brochu, the founder, and sister Jennifer (Brochu) Chase. David specializes in financial, tax & estate planning, and wealth management.
David is an integral part of the RGB Financial Investment Committee and in addition to his role as Advisor, he oversees our accounting practice. David also leads planning engagements with our clients and maximizes his time with clients by helping them to better understand how their financial and personal lives intersect. He loves to help them discover and verbalize their long-term financial goals. David leverages this information to construct an initial financial plan that sets the course for clients to navigate to financial success.
Prior to joining RGB, he was a Tax Manager in the Private Company Services practice at PricewaterhouseCoopers LLP. There he concentrated on many areas of wealth and tax planning for individuals. His primary focus at PwC was to provide comprehensive income tax planning as well as retirement and cash flow analysis, investment review, and education funding solutions for high-net-worth individuals.
David graduated Cum Laude from Villanova University with a Bachelor of Science degree in Accounting and a minor in Finance. He also completed his Masters in Taxation at Villanova University in 2014 where he received the Bartley Medallion for outstanding achievement. He currently maintains his Series 7 & 66 registrations with LPL Financial as well as his CPA license.
David lives in Avon, CT with his wife Kelli, and three children Camryn, Robert, and Luke. They enjoy sports, David still plays basketball regularly and Kelli still enjoys softball. They also enjoy weekends at the Rhode Island shore and exploring the outdoors.