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David J. Segarra, AIF®, CPFA

David J. Segarra, AIF®, CPFA

President - Retirement Planning Solutions, Advisory Associate & LPL Registered Representative

David J. Segarra is a leading advisor to Corporate Retirement Plans and their participants throughout the United States. David founded the Latus Group with a focus and mission to elevate the level of fee transparency, investment selections, participant education and fiduciary-compliance understanding among corporate retirement plan sponsors. David is an advocate for bringing full financial services to 401(k) participants. For over 19 years, David has worked extensively in the Capital Markets, Financial Planning Industry, and with Corporate Retirement Plan Sponsors and Participants.

Prior to his career in the Financial Services Industry, David served ten years as an officer in the Seattle Police Department. 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 has served as a board member to the Pershing Bank of New York Mellon Technology Advisory Board. David holds the Accredited Investment Fiduciary (AIF®) Designation from the Center for Fiduciary Studies. 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 holds the following financial industry licenses through LPL Financial: Series 7 (General Securities Representative), Series 63 (Uniform Securities Agent State), and Series 65 (Uniform Investment Advisor), and Insurance Licenses. David holds securities licenses in multiple states.