David Renzi

Investment Professional

Education / Designations

  • University of Arizona, BS Business Economics
  • Life and Health Insurance Licensed
  • Professional Experience

  • Assists with Income & Distribution Planning
  • Counsels in Wealth Accumulation, asset protection, and Preservation
  • Financial planning for young professionals and retirees
  • Portfolio Tax Planning


  • Lohse Family YMCA volunteer

  • Personal

    David spends his free time with his family. He also enjoys playing basketball.