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David Contessa

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David Contessa
Associate
.
Part of the Momentum Wealth Advisors practice
3811 Airport Pulling Rd N, Suite 100-B
Naples, FL 34105
Hi, I'm David Contessa

I am a husband, father and grandfather and have always strived to make the world a better place for my family and yours. By establishing a plan to save, build, support and provide for future generations, we all win!

After many years serving the community and citizens of the state of Florida as a law enforcement officer, I’ve discovered my new calling with Thrivent. I will continue serving individuals and families by providing a holistic approach to financial planning.

Community Causes

Are you active in your church? Do you support causes in your community? Thrivent can help too! As a Thrivent Member you have access to Thrivent Action Teams support that provide start-up funds for charitable activities and Thrivent Choice Dollars that help you support churches and organizations through donations on your behalf.  

My qualifications
  • Computer and Information Science, SUNY Geneseo
  • General Studies, Edison Community College
  • High School Graduate or Equivalent of General Studies, Brentwood High School
  • Series 7 - General Securities Representative
  • Securities Industry Essentials
My state licenses
  • Florida
  • Michigan
  • Texas

Insights

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Interest rates are shifting. Understanding the purpose and timeline of your cash can help you decide whether and how to invest it for optimal returns. Ask yourself two questions. ⬇️ See thrivent.com/social for important disclosures.
The cost of cash: Where to invest when interest rates shift
The cost of cash: Where to invest when interest rates shiftWhether you’re saving for something big, looking to generate a steady income, or seeking flexible access to your cash, there are smart ways to keep your money productive and there for you when you need it—regardless of shifting interest rates. Explore your options below and let’s connect to keep your goals on track as interest rates change.
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Sequence of returns risk: What it means for your retirement
Sequence of returns risk: What it means for your retirementThe market can shift at any time, and big drops early in retirement could affect your savings. The right approach can help keep your savings resilient. Check out this article, then reach out to talk through ways to help protect your savings.👇
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Office location
Naples Location
3811 Airport Pulling Rd N, Suite 100-B
Naples, FL 34105
Phone239-300-5139Hours
M – F: 9 a.m. – 5 p.m.
Licensing is available through your State Insurance Department’s website, which can be located through the National Association of Insurance Commissioners website.

Thrivent and its financial advisors and professionals do not provide legal, accounting or tax advice. Consult your attorney or tax professional.

Thrivent financial advisors and professionals have general knowledge of the Social Security tenets. For complete details on your situation, contact the Social Security Administration.

Thrivent provides advice and guidance through its Financial Planning Framework that generally includes a review and analysis of a client’s financial situation. A client may choose to further their planning engagement with Thrivent through its Dedicated Planning Services (an investment advisory service) that results in written recommendations for a fee.

Designations
For additional information on professional designations and the requirements to earn them, visit https://www.thrivent.com/designations