Broker Check

Our Team

Jeffrey M. Trugman, CFP® CASL, ChFC®

Managing Partner

(516) 762-7602

jtrugman@attitudefinancial.com

Jeffrey M. Trugman, CFP® CASL, ChFC® entered the financial industry in 1992 and is one of the founders of Attitude Financial Advisors. He has since developed an expertise in comprehensive financial planning. He is responsible...

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David Choit, LUTCF

Managing Partner

(516) 762-7601

dchoit@attitudefinancial.com

David Choit, LUTCF is actively involved in managing client relationships and is one of the founders of Attitude Financial Advisors. In addition to providing proactive client service, David is engaged in the process of developing...

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Bryan Trugman, CFP®

Managing Partner

(516) 762-7603

btrugman@attitudefinancial.com

Bryan is a dedicated and motivated Certified Financial PlannerTM Practitioner with more than ten years’ experience. He enthusiastically followed in his father’s footsteps and eventually co-founded...

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Rosemarie Davidson

Client Relationship Coordinator

(516) 762-7600

clientservices@attitudefinancial.com

Rosemarie Davidson joined Attitude Financial in 2015 serving as a Client Relationship Coordinator. Rosemarie facilitates client correspondence and service requests along with being a client service liaison. She is essential in...

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