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David Ocasio, ChFC®

VP, Senior Advisor Consultant
1608 Village Market Blvd. SE, Ste. 200
Leesburg, Virginia, 20175


David Ocasio delivers strong solutions and substantial results for top-producing Financial Advisors by providing strategic guidance, marketing analysis, and case design. Specializing in capital preservation and income planning, David’s 15+ years of experience is entwined with his highly dedicated support. If you want an effective path to growing your business and achieving your goals, he’s the expert you need by your side.


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