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At a glance

Discipline: Trust Officer
Designations: CTFA
Firm: Exchange Bank
Website: exchangebank.com (opens in a new tab)
Located: Santa Rosa

David Rapoport

Trust Officer

Exchange Bank — Santa Rosa

Practice

43 years working with fiduciary assets in trusts, agency accounts and qualified retirement plans.

Areas of work

Analyzing existing life insurance coverage for continuing relevance to the estate plan
Proposing life insurance solutions consistent with estate plans
Retirement distribution planning

At the council

Attends the dinner meetings through the October–May season and is listed in the member directory by discipline.