David Plouffe, Associate Wealth Advisor, Moneco Advisors Fairfield, CT

David Plouffe

CFP®
Wealth Advisor
Get to Know David…
Favorite part about working at Moneco:
The welcoming, professional and client-centric dynamic.
Favorite thing to do outside of work:
Cooking, listening to music, hiking, spending time with friends and family (especially the dog!) and anything to do with cars.
What I enjoy most about what I do:
Being able to use our expertise to build relationships and help clients be financially secure.

Favorites

Quotation: “If I have seen further, it is by standing on the shoulders of giants.”” – Isaac Newton
Vacation Destination: French Riviera
TV Show or Movie: Game of Thrones
Band or Music: Classic Rock
Sports Teams: New York Giants
Experience:
David’s journey with Moneco Advisors began in July 2023 as a wealth management intern in the Fairfield office. After graduating college, he joined the firm full-time as a Client Relationship Manager. His dedication and skill led him to the role of Senior Relationship Manager and then Associate Wealth Advisor. Upon passing his CFP® in 2025, David was promoted to Wealth Advisor. His passion for finance was sparked early in life by his grandfather, whose decades-long career in the industry inspired countless conversations about investing and planning for the future. Those formative talks—and two internships with Moneco during college—solidified David’s calling to help individuals, families, and small businesses achieve their financial goals.
Education & Certifications:
David graduated Summa Cum Laude from Fairfield University’s Charles F. Dolan School of Business in 2023 with a degree in finance and business analytics. He holds the Series 65 license and has earned the CERTIFIED FINANCIAL PLANNER® certification, emphasizing his commitment to delivering thoughtful, personalized financial guidance. In his current role, he focuses on building lasting relationships, collaborating with advisory teams to drive client strategy, and helping clients navigate the path toward long-term financial well-being.

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