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.
“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.”David Pulcini, CFP®
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.
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.
Planning for the next important chapter
Individuals and couples approaching or living in retirement
Families with $1 million or more who want coordinated advice
People managing pensions, 401(k)s, taxes, and Social Security decisions
Business owners balancing personal and company finances
Delegators who value an organized team and a repeatable planning process
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.
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.