Dave Robichaud, ChFC
President & CEO
David G. Robichaud, founder, owner and CEO of DGR Financial Group, LLC, is a Chartered Financial Consultant (ChFC), a licensed life, disability & long-term care insurance broker, estate planning specialist, and an employee benefits consultant.
As a Registered Representative (RR) affiliated with The O.N. Equity Sales Co. (ONESCO), and an Investment Advisor Representative (IAR) of the corporate Registered Investment Advisor (RIA), O.N. Investment Management Company (ONIMCO), Dave has built a successful practice focused on planning for financial security by taking a holistic approach to investment, business and retirement planning.
Having entered the financial services industry in 1993, David has built a clientele that is made up of individuals, small business owners, and retirees. He spends a great deal of time listening to and talking with each of his clients in order to develop customized financial profiles. His extensive knowledge and experience enable him to effectively and consistently help his clients work toward and track their financial goals. Education, Guidance, and Action form the cornerstones of DGR Financial and are ever present in developing the best plans available.
A longtime resident of Bedford, NH, Dave is active in the community. He conducts retirement planning and educational financial seminars on a regular basis and is a frequent guest speaker for various professional and community organizations. Dave is currently Vice President and is a Past President and the current President Elect of the National Association of Insurance and Financial Advisors (NAIFA) and belongs to the NH Estate Planning Council, the Million Dollar Round Table (comprised of fewer than 6% of all financial professionals worldwide), and the NH Charitable Foundation. Dave has written several articles that have been published in New Hampshire’s Union Leader newspaper, the National Underwriter Magazine, and he is a featured college lecturer on insurance and investment planning.
After graduating from Saint Anselm College in Manchester, NH with a degree in Economics and a minor in Human Resource Management, Dave earned his ChFC designation from the American College in Bryn Mawr, PA. He is a member of the Society of Financial Planning Professionals, the Association of Long Term Care Insurance and the Association of Independent Financial Advisors.
David has two beautiful girls, Sydney and Bridget. His outside interests include CrossFit, mountain biking, weight training, soccer, hiking, and being an active parent.
You can reach Dave at email@example.com or by calling, 603.472.3993.