Meet Your Advisor

David Pulcini, CFP®

Meet Your Advisor

David Pulcini, CFP®

CEO & Lead Advisor | SixPoint Financial Partners

Dave helps families bring clarity and coordination to the financial decisions that matter most—so they can move forward with greater confidence and spend more time enjoying the life they have worked to build.

Professional DesignationCERTIFIED FINANCIAL PLANNER™ Professional

Standard of CareFiduciary Financial Advisor

Industry ExperienceServing Clients Since 2003

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“Our job is not simply to manage money. It is to help people understand how every financial decision supports the life they want to live.”

20+ YearsHelping people make informed financial decisions

Six Planning AreasCoordinated through one comprehensive process

One Clear MissionClarity, confidence, and meaningful results

Professional Overview

Financial planning should connect every part of your financial life.

David “Dave” Pulcini Jr. is the CEO and Lead Advisor of SixPoint Financial Partners. Since beginning his career in 2003, Dave has focused on helping individuals and families make thoughtful decisions about retirement, investments, taxes, risk, estate planning, and the personal goals that give money its purpose.

Dave founded SixPoint around a simple belief: financial advice is most valuable when every decision works together. Rather than treating investments, retirement income, taxes, insurance, and estate planning as separate conversations, he helps clients understand how each choice may affect the others.

As a CERTIFIED FINANCIAL PLANNER™ professional, Dave leads the firm's planning vision and client experience. He works closely with SixPoint's investment, operations, and advisory teams and coordinates with clients' attorneys, accountants, and other professionals when broader expertise is needed.

Dave is also a speaker, writer, business owner, and host of educational financial content created to help people approach important decisions with better questions and a clearer framework.

The SixPoint Approach

Six connected areas. One coordinated financial life.

Dave and the SixPoint team organize planning around the areas that most often shape a family's ability to live well today and prepare confidently for tomorrow.

Investments

A strategy aligned with your goals, time horizon, income needs, and comfort with risk.

Retirement Income

A plan for turning savings, pensions, and Social Security into sustainable income.

Risk Management

Protection for the people, assets, and plans that matter most.

Tax Planning

Forward-looking decisions designed to improve coordination and reduce avoidable surprises.

Estate Planning

Thoughtful coordination of beneficiaries, documents, ownership, and family communication.

Custom Goals

Planning built around your family, priorities, opportunities, and definition of a meaningful life.

Planning Resources From Dave

Start with the questions most relevant to you.

Explore practical guides and specialty planning resources created to help you understand your choices before making important financial decisions.

Complimentary Featured Resource

The Retirement Readiness Blueprint™

Six critical decisions to review before retirement—so your income, taxes, investments, healthcare, Social Security, and legacy work together.

✓Designed for people approaching or already in retirement

✓Clear planning questions without unnecessary jargon

✓Immediate access after a brief registration

Get the Retirement Blueprint

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Video Resources

RG&E / NYSEG Planning

Specialized retirement guidance for employees and retirees navigating company benefits.

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Video Resources

Public School Educator Planning

Planning resources for public-school employees coordinating pensions, 403(b)s, and retirement choices.

Explore Educator Resources

Video Resources

Business Owner Planning

Strategies connecting the business, the owner's personal wealth, taxes, succession, and retirement.

Explore Business Owner Resources

Outside the Office

Family is the reason behind the work.

Dave values family above all. Away from the office, he enjoys spending time with his wife, Allison, and their children, Anamaria and Adrian. Fitness, time on the water, family travel, and Buffalo Bills football are favorite ways to recharge.

That personal perspective shapes Dave's approach to planning: money is a tool, and the real objective is helping people use it intentionally to care for the people they love and create experiences that matter.

Start a Conversation

Ready to bring the pieces of your financial life together?

Schedule a conversation with Dave and the SixPoint team to discuss what matters most to you and whether our planning approach may be a good fit.

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The information provided is for educational purposes and is not individualized investment, tax, or legal advice.