David Pulcini, CFP & Six Point Financial Partners Presents:

MAKE IT A GREAT DAY!

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Why Listen?

Why Listen?

In the Dear Rochester, Retire Well podcast, find trusted professionals who will guide you towards a brighter financial future. Using a multifaceted approach to personal finance for individuals, educators, and healthcare professionals, &David Pulcini and his partners explore ways you can build wealth while minimizing risk so that you feel informed and empowered to walk your path towards a successful financial future.

We cover a variety of topics including:

How To Plan For Retirement

Unexpected Retirement Challenges

How To Pay Less In Taxes

What Is Required To Build a Sellable Business

How To Choose a Financial Advisor

Roles & Responsibilities of a Financial Advisor

Leadership

Entrepreneurship

Teamwork

And so much more!

Latest Episodes

Latest Episodes

DAVID ANSWERS 3 FAQ’S (EP. 84)

DAVID ANSWERS 3 FAQ’S (EP. 84)

DAVID ANSWERS 3 FAQ’S (EP. 84)

DAVID ANSWERS 3 FAQ’S (EP. 84)

DAVID ANSWERS 3 FAQ’S (EP. 84)

DAVID ANSWERS 3 FAQ’S (EP. 84)

Your Host

About Your Host

David Pulcini Jr. is a dedicated financial advisor with a passion for guiding individuals on their financial journeys. With a wealth of experience in investment management, tax planning, and insurance, David helps clients protect their assets and grow their wealth. He has developed the proprietary “Think About It” process for prospective clients and serves as a co-chair of his firm’s internal investment committee.

David excels at finding innovative solutions using current tax and financial laws, making nervous clients feel confident, and leveraging his extensive professional network, which includes estate attorneys, mortgage lenders, and A.I. experts. Known for his resilience and continuous improvement, David takes his advisory role seriously while enjoying the process.

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David is also passionate about sports, competition, and fitness, and he strives to be a great father and husband. An early riser, he loves starting the day by making coffee for his wife.

David Pulcini Jr.’s commitment to helping others, combined with his professional expertise and personal dedication, makes him a trusted advisor and valued member of his community.

Outside of work, David cherishes time with his wife, Allison, daughter, Anamaria, and son, Adrian. An active lifestyle enthusiast, he enjoys outdoor activities in the summer, learning to ski in the winter, and cheering for the Buffalo Bills.

Our Company

About Our Company...

At SixPoint Financial, we live up to our name by bringing a multifaceted, comprehensive approach to personal finance. Why? So we can put you on the path towards a successful financial future. We actively work in your best interest and provide transparent advice that you can trust. This is our fiduciary promise to you. Whether you’re planning for retirement, interested in discussing tax management or ready to craft a custom financial plan, we’re here to help.

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