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David Tassoul, CFP®

David Tassoul, CFP®

Wealth Advisor

David is a Wealth Advisor at Tax Management Services. He began his career in the financial industry in 2002 as a financial advisor with American General Securities. As a wealth advisor at Tax Management Services, he is dedicated to helping families, individuals and small business owners make and manage their investments, retirement plans and other financial decisions. 

David is a graduate of the University Wisconsin – La Crosse with a Bachelor’s Degree in Finance. He holds security registrations FINRA Series 7, Series 66 and Wisconsin Life and Health Insurance licenses. In 2009, David earned his Certified Financial Planner TM or CFP® designation.

Outside of the office, David and his wife, Angela, are busy with all of their children’s activities – Abby, Kaitlyn and Lucas.  In his spare time he loves cooking, hitting the links, watching Wisconsin sporting events and spending time with his family.

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