David Bolduc is a Financial Consultant with Xceed Wealth Management Group, located at the Credit Union’s El Segundo headquarters. In this role, he partners with clients to help them identify their financial goals and provide thoughtful advice on a comprehensive range of investment, insurance, and other products for their needs.
He joined the Xceed Wealth Management Group in 2018, and holds FINRA Series 7 and 66 registrations through LPL Financial. Earlier in his career, David worked as a New Business Analyst with Lehman Brothers and in Broker Operations for Charles Schwab. A fitness buff, he also operated his own fitness business for nine years.
David holds a Bachelor’s degree in Finance from St. John’s University in New York. In his free time, he enjoys coaching youth sports and spending time with his wife and son.