David Manteau, CFA, CFP® is a Financial Planner with Prudential Advisors. David began his career in the financial services industry in 2005 as an Investment Specialist with Bank of America and continued to work for Columbia Funds, a mutual fund company. David has worked for PFS Investments, MetLife, MassMutual, and Advice Systems in various financial planning roles to develop, review, and approval financial plans.  

He has designed over 1,000 financial plans for clients ranging from middle class families saving for retirement and college to helping business owners and executives achieve estate and legacy planning goals. 

David currently works with Prudential to bring his years of financial planning experience and expertise to his own clients. He partners with CPAs, estate planning attorneys, and business planning specialist when developing plans for his clients. 

David has earned a MBA from Johnson & Wales University, the CERTIFIED FINANCIAL PLANNER designation, and the CHARTERED FINANCIAL ANALYST charter. In addition, he holds the FINRA Series 7, 66, 65, and 26 licenses as well as the Life, Health, Property, and Causality insurance licenses.

Wole Babalola, CPA, MBA is the Owner of the W.T. Babs Tax & Accounting Services Inc which specializes in various accounting and tax services for Individuals and Small businesses. 

Wole began his career in the Financial Service Industry in 2001 at State Street Corporation, he later works with Deloitte & Touché LLP as a Senior Auditor and recently again at State Street Corporation as a Lead Financial Officer until April 2021. 

He receives his designation as CPA in 2004 and have been helping small businesses with Tax Advice & Preparation, Book-keeping, Payroll, and financial statements compilations.  

Wole now manages the accounting firm that focuses on helping Small Businesses achieve their financial goal.