Team

 

David T. Valcourt, CFP®*

Associate Vice President, Client Planning
Boston, MA

David Valcourt joined Financial Architects Partners in 2008 as an associate in the Design & Marketing department. In his current role of Associate Vice President of Client Planning, Dave is responsible for overseeing the Portfolio Construction and Portfolio Administration departments. While deeply involved in the design, planning, and implementation of complex cases, Dave is tasked with bringing the two teams in alignment with their client facing outputs and is heavily involved in the process development and training of both areas. At a broader level, Dave is involved in many firm initiatives to help drive process and efficiency for the benefit of client planning and production.

Prior to joining Financial Architects Partners, Dave worked as a 401(k) Design Specialist with Fidelity Investments. Dave is a member of the Boston Estate Planning Council and Financial Planning Association. He is a sports enthusiast and loves spending time with family.

You may not know that Dave, along with his twin brother Doug, were International Candlepin Bowling doubles champions.

Education:

Bachelor of Arts in Mathematics, Merrimack College

Contact:

Prudential Tower
800 Boylston Street, 26th Floor
Boston, MA 02199
617-259-1900