David Pereira

FIC, LUTCF, RICP®, CFFM, ChFC®, CLU®, CFP®

David Pereira

FIC, LUTCF, RICP®, CFFM, ChFC®, CLU®, CFP®

Modern Woodmen membership is about relationships. We take time to get to know you and your needs. Get to know me and how we might connect.

Contact David Pereira
At work

At work

At work

Why I do what I do

Why I do what I do

I’m passionate about helping my members determine their financial goals. We work together to create a plan based on their unique needs.

I can help you plan for life using a variety of tools, including…

life insurance, annuities, stocks, bonds, ETFs, mutual funds and variable annuities.

I attended…

and graduated from Southern New Hampshire University with a Master of Business Administration degree, and I graduated from the University of Massachusetts with a bachelor's degree in business administration.

I am very proud of…

the professional education I have obtained from the American College of Financial Services and the designations I have earned. This helps me better serve the needs of my members.

Before Modern Woodmen, I…

was a financial planner with Prudential Financial.

I chose Modern Woodmen because…

the company culture and professional standards align with my own.

The best part of my career is…

knowing that I can have a profound positive impact in the lives of the people I work with.

“I can help you plan for life using a variety of tools, including life insurance, annuities, stocks, bonds, ETFs, mutual funds and variable annuities.”
At home

At home

At home

My life outside of work

In my free time, you can find me…

landscaping around my home or brewing beer.

My personal motto is…

"There's nothing which persevering effort and unceasing and diligent care cannot overcome." - Seneca

My hidden talent is…

I can make the best chili you have ever had.

Community impact

In the community

In the community

My local community impact

What I like best about my community is…

the way people can support each other in a time of need.

I’m a member of…

the Gilford Rotary Club since 2004.

My favorite volunteer activities are…

the fundraising and community service projects of local Rotary Clubs that I participate in.

Current insights

Current insights

Are you ready to take a step towards a secure financial future? I can help.

Contact

Contact me

Let’s connect

We can help you review your needs and plan for your financial future throughout life. (Learn more about Modern Woodmen's Planning for Life system and products.) Because Modern Woodmen is a fraternal financial services organization, we can also explore the benefits of being a member.

Your financial goal(s)
I’m interested in learning more about:
Modern Woodmen is licensed to sell life insurance and annuity products in most states. This information should not be considered a solicitation in those states where Modern Woodmen is not licensed.

Securities offered through MWA Financial Services Inc., a wholly owned subsidiary of Modern Woodmen of America, 1701 1st Avenue, Rock Island, IL 61201, 309-558-3100. Member: FINRA, SIPC. Products are available in most states. Individual representatives may not be licensed to sell all products. Check the background on either the firm or the representative on FINRA’s BrokerCheck.

Let’s plan together for…

Please select…

Select a financial goal from the drop-down menu to find helpful tips and articles.

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