Skip to main content

menu

Home
About
Services
Resources
Contact

Our Team

David Ocassio

David Ocasio ChFC®, FRC

Chartered Financial Consultant®

david@planwithdavidchfc.com

Our Office

12110 Sunset Hills Rd
Reston VA 20190

Contact Us

E: David@PlanWithDavidChFC.com
P: 703-554-5166

Get in Touch

.no-js form.antibot * :not(.antibot-message) { display: none !important; }You must have JavaScript enabled to use this form.

Your name This field is required.

Your email address This field is required.

Subject This field is required.

Message This field is required.

Leave this field blank

Investment advisory services offered through Horter Investment Management, LLC, a SEC-Registered Investment Advisor. Horter Investment Management does not provide legal or tax advice. Investment Advisor Representatives of Horter Investment Management may only conduct business with residents of the states and jurisdictions in which they are properly registered or exempt from registration requirements. Insurance and annuity products are sold separately through Ocasio Financial Services. Securities transactions for Horter Investment Management clients are placed through AXOS Advisor Services, Schwab and Nationwide Advisory Solutions.

Horter Investment Management does not endorse any insurance or annuity products, nor does it guarantee their performance. Owners of these products are subject to the terms and conditions of the policies and contracts of the issuing insurance company, and may include various charges and expenses, such as sales, administrative, mortality, expense, and surrender charges. All product guarantees depend on the financial strength and claims-paying ability of the issuing insurance company.

Past performance is not indicative of future results. Investing is risky. Investors can and do lose money. Like any other investment strategy, strategies designed to minimize portfolio volatility and reduce risk entails risks, including the risk that client accounts can still lose value and the risk that a defensive position may, at any given point in time, prevent client accounts from appreciating in value.

© 2025 Ocasio Financial Services, LLC All rights reserved.