David Vanderzee, CLU®, ChFC®, LUTCF®, RTRP

With over 40 years of experience, Dave has built a reputation as a trusted financial professional and leader in his field. After earning his degree from Plymouth State College, Dave launched his insurance career in 1982. He is the Owner of Vanderzee Financial, where he combines his extensive knowledge with a personalized coaching style.       

In addition to his insurance work, Dave is a Licensed Tax Preparer enrolled in the IRS's annual filing program.  His unique approach takes into account the tax implications of every decision.  This ensures that his clients receive comprehensive, well-rounded advice while achieving their financial goals.

Dave is a life and qualifying member of the Million Dollar Round Table* (43 yrs), including recognition in the Court of the Table and Top of the Table (25 yrs).  He has been a featured speaker at their annual meeting and served as Chairman on the “sales idea” committee.

Originally from Greenwich, NY, Dave is passionate about the outdoors. He is an avid golfer, alpine ski racer, and has channeled his love for hunting into a successful venture, Easton View Outfitters, which he founded in 2005.

Dave is insurance licensed in New York, Vermont, Rhode Island, Texas, Florida, Colorado, New Hampshire, & Massachusetts.

Dave works alongside his wife, Sally in their Clifton Park, NY  office.

*Membership based on sales criteria.