Our Management Team

David Segarra

David J. Segarra, AIF®, CPFA
President - Retirement Planning Solutions
Advisory Associate & Registered Representative

David Segarra is a leading advisor to Corporate Retirement Plans and their participants throughout the United States. David founded the Latus Group in order to focus on elevating the level of fee transparency, investment selections, participant education and compliance understanding among corporate retirement plan sponsors. David is an advocate for bringing full financial services to 401k participants. Over the past decade, David has worked extensively in the Capital Markets in both the Financial Planning Industry, and for Proprietary Trading Institutions.

Prior to his career in the Financial Services Industry, David served as an officer in the Seattle Police Department for over nine years. David spent the majority of his law enforcement career as a member of the Seattle Police Department's elite S.W.A.T Unit.

David attended Bellevue University where he studied Finance and Business Administration and graduated from Central Washington University where he studied Law and Justice with an emphasis in Political Science. David has securities and insurance licenses in multiple states.