David Tsang
David is a Senior Financial Advisor with 18 years of experience currently serving the Naperville, Plainfield, and Bolingbrook areas. David uses a holistic approach to financial planning by assisting in the clarification of financial goals, the defining of core values, and the identification of individual investment preferences, then developing a plan to help reach those goals.
Prior to joining the BMO team, David earned his Bachelor of Arts degree in finance from DePaul University, in Chicago, Illinois. He holds his series 7,63, and 65 licenses, and his life, health, and annuities insurance licenses. David is also a CERTIFIED RETIREMENT COUNSELOR® .
David lives in Oswego with his wife and son. He enjoys coaching tennis at Rosary High School in Aurora, and serves as the board president of Xilin Association.
- Wealth Planning
- Investment Management
- Retirement Planning
- Insurance and Risk Management
investment advisory, trust, banking, securities, and insurance and brokerage products and services.
