Insurance Fiduciary was formed with a purpose. After 10 years within the insurance marketplace we made two eye-opening discoveries; insurance policies and coverage sold to clients was sometimes unsuitable and advisors who truly cared about their clients' insurance needs had few trusted resources to turn to. From these observations was born Insurance Fiduciary.
Noah Schwartz CFP®
Noah is a CERTIFIED FINANCIAL PLANNER™ with a deep understanding of tax, estate and financial planning considerations relative to insurance planning. Two decades of experience and an acumen for implentation of risk mitigation strategies allows him to help individuals and businesses to create relevant, prudent and enduring plans.
David Tafuto II
As a 20 year veteran of the insurance industry, David chooses to work with a highly selective group of professionals who require a special level of personal service. His principal goal is to ensure both, partners and their clients, receive a superior level of attention and support.