David Vargo
President and founder of Varbeco Wealth Management, David Vargo has been a registered professional in the financial services industry since 1990.
Born and raised in New Jersey, Dave graduated from East Brunswick High School. He then attended Berklee College- Boston University and graduated with a Bachelor of Arts degree in 1986.
The experience gained while working for Prudential Financial for 11 years helped Dave develop the philosophy that led him to become an independent advisor in 2001, when he started Varbeco Wealth Management.
“It became apparent to me that the only way that we could truly work in our client’s best interest, to always put their needs first, was to become an independent advisory firm. Being independent, we are only obligated to our clients and not some insurance company, brokerage house, or bank. Our primary goal is to help our clients achieve their financial and lifestyle goals.”
Dave contributes articles to various publications and frequently appears as a guest speaker lending his expertise and insight on topics such as Asset Protection, Risk-Adjusted Investing, Estate Planning, and Long Term Care.
Dave and his wife Dana currently live in Farmingdale, NJ.
| Birthplace: | New Brunswick, NJ |
| Wife: | Dana |
| Dog: | Bella |
| Joined the team: | September 2001 |
| Professional Designations: | CERTIFIED FINANCIAL PLANNERTM, Chartered Mutual Fund Counselor |
| Securities Registrations: | Series 6, 7, 24, 53, 63, and 65 through LPL Financial |
| Insurance Licenses: | Life, Health and Accident, and Property and Casualty |
| Interests: | Reading, Watches, Wine, Men’s fashion, and Music |
| Favorite T.V. Shows: | Entourage, Shameless, Justified |
| Favorite Movies: | The Quiet Man, Good Will Hunting, The Godfather |
| Favorite Books: | Alexander Hamilton by Ron Chernow, Gods and Generals by Jeffrey Shaara |
| Favorite Sports Team: | Boston Red Sox |
| Favorite Artists: | Steely Dan, The Beatles, Miles Davis, Rhett Miller |
David Vargo
President and founder of Varbeco Wealth Management, David Vargo has been a registered professional in the financial services industry since 1990.
Born and raised in New Jersey, Dave graduated from East Brunswick High School. He then attended Berklee College- Boston University and graduated with a Bachelor of Arts degree in 1986.
The experience gained while working for Prudential Financial for 11 years helped Dave develop the philosophy that led him to become an independent advisor in 2001, when he started Varbeco Wealth Management.
“It became apparent to me that the only way that we could truly work in our client’s best interest, to always put their needs first, was to become an independent advisory firm. Being independent, we are only obligated to our clients and not some insurance company, brokerage house, or bank. Our primary goal is to help our clients achieve their financial and lifestyle goals.”
Dave contributes articles to various publications and frequently appears as a guest speaker lending his expertise and insight on topics such as Asset Protection, Risk-Adjusted Investing, Estate Planning, and Long Term Care.
Dave and his wife Dana currently live in Farmingdale, NJ.
| Birthplace: | New Brunswick, NJ |
| Wife: | Dana |
| Dog: | Bella |
| Joined the team: | September 2001 |
| Professional Designations: | CERTIFIED FINANCIAL PLANNERTM, Chartered Mutual Fund Counselor |
| Securities Registrations: | Series 6, 7, 24, 53, 63, and 65 through LPL Financial |
| Insurance Licenses: | Life, Health and Accident, and Property and Casualty |
| Interests: | Reading, Watches, Wine, Men’s fashion, and Music |
| Favorite T.V. Shows: | Entourage, Shameless, Justified |
| Favorite Movies: | The Quiet Man, Good Will Hunting, The Godfather |
| Favorite Books: | Alexander Hamilton by Ron Chernow, Gods and Generals by Jeffrey Shaara |
| Favorite Sports Team: | Boston Red Sox |
| Favorite Artists: | Steely Dan, The Beatles, Miles Davis, Rhett Miller |