David Lino

David Lino brings a truly one-of-a-kind perspective to financial planning. Born in the DR Congo and raised in the southwest of France, David went on to build a career as a professional basketball player before transitioning into the world of finance. That background shapes everything about how he works with clients. He understands the balance sheet of a business owner because he has been one. He understands the financial complexity of a professional athlete because he has lived it.

David specializes in advanced financial planning and strategic wealth management for an elite clientele including business owners, corporate executives, professional and collegiate athletes, and families. Working with businesses is a cornerstone of his practice — from helping owners structure compensation and build wealth outside of their company, to planning for transitions, succession, and long-term financial sustainability. His work seamlessly integrates both the personal and business sides of wealth, designing customized strategies around tax efficiency, estate planning, and long-term wealth transfer across generations.

What sets David apart goes beyond technical expertise. He is naturally outgoing, relationship-driven, and believes deeply that trust is built in person. He travels extensively, connects easily across cultures, and approaches every client relationship with genuine care and long-term commitment.

Outside of work, David is passionate about sports, travel, and staying active. He is proudly family oriented and stays closely connected to his family in France.

I am licensed and registered to offer products and services in NY. Licenses and registrations will vary. Domiciled in NY.

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