Local Financial Advisor, David Monheit, Leads Vital Efforts on Capitol Hill

Local Financial Advisor, David Monheit, Leads Vital Efforts on Capitol Hill

Surprise, Arizona – David Monheit, CPA PFS travelled to Capitol Hill recently to participate in promoting the message about the importance of access to affordable, honest financial advice and protection for investors. As part of the Financial Services Institute (FSI) team, David met with members of Congress and their staff members on June 6 in Washington, D.C.

David and other members of the FSI team spoke to the members of Congress about significant concerns hard-working Americans face every day. He took the opportunity to address and enlighten Congress on what people need in terms of financial advice and the impact decisions of legislators and regulators have on financial advisors and everyday Americans.

The FSI grassroots team is working hard to affect change by voicing awareness to members of Congress about the following critical issues:

  • reinstating the tax deductibility of financial advisory fees
  • supporting the PASS Act – which would require the creation of an SEC-based best interest standard of care
  • Department of Labor’s (DOL) proposed rule allowing for association-sponsored health insurance plans for its members

David’s practice offers investment and wealth management services. He has been an independent advisor for 14 years affiliated with 1st Global Capital Corp., Member FINRA, SIPC. He is also active in the local community and volunteers his time on the board of Sun Health Foundation.

Find more information on David Monheit and his practice at www.monheitfrisch.com.

Securities offered through 1st Global Capital Corp., Member FINRA, SIPC. Investment Advisory Services offered through 1st Global Advisors, Inc.

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Securities offered through Avantax Investment Services SM, Member FINRA, SIPC. *Investment advisory services offered through Avantax Advisory Services SM ** Insurance services offered through an Avantax affiliated insurance agency

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