Realize your vision for a financial future well-designed

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Prescient Financial Solutions helps individuals and businesses optimize the accumulation, protection, distribution and succession of their wealth by providing expertise in the interdependence of how all aspects of financial planning fit together.

Jerry David recognized as a top advisor for 2019 and 2020.

His dedication and passion for putting clients first and helping them live the life they want has made him a top financial advisor in the industry. Congratulations!