David Valcourt

David Valcourt joined Financial Architects Partners in 2008 as an associate in the Design & Marketing department. Early in his career, he leveraged his math and computer science background to systematize an algorithm to identify and develop new planning opportunities within the existing book of business at FAP, generating millions in new recenue from existing clients.

In his current role of Vice President, Dave is tasked with prospect and client opportunity development from a range of sources including existing clients of FAP and affiliate partners as well as from work with new and existing centers of influence. Internally, his role includes developing, managing, and implementing insurance solutions for clients. While deeply involved in the design, planning, and implementation of complex cases, Dave helps with affiliate development and marketing support. In addition to his sales and marketing responsibilities, Dave is also active in the industry through speaking engagements on a range of topics from Service-to-Sales to Private Placement Life Insurance.

Prior to joining Financial Architects Partners, Dave worked as a 401(k) Design Specialist with Fidelity Investments. Dave is a member of the Boston Estate Planning Council. He is involved in local sports in his town, sits on the Swampscott Little League Board of Directors, and loves spending time with his wife and three kids.