Hi, I’m David Brito. After more than 25 years in the insurance and financial world, I’ve learned that most people aren’t just looking for products, they’re looking for a guide, someone who can help them navigate retirement income with clarity and confidence.

I’ve worked inside large retirement firms and financial institutions, and today, I work one-on-one with individuals, couples, and business owners as an independent insurance agent. My mission is simple: to help you create a steady, protected income plan for retirement, no matter where you’re starting from.

In 2018, my family and I moved from California to Texas to live a simpler, more intentional life. We’ve planted roots here in San Antonio, and I now help clients in both Texas and California (CA License #0792937) make confident financial decisions about their future.

Here’s how I can help:

• Navigate what to do with your 401(k), 403(b), or pension when you change jobs or retire
  
  

• Build a clear, reliable retirement income plan using tools like annuities and life insurance
  
  

• Guide self-employed professionals in building income strategies for retirement
  
  

• Help protect what matters most — your assets and your family
  
  

There are a lot of financial products out there, but the key is knowing what fits you. My role is to help you filter out the noise, explain your options in plain English, and guide you toward a plan that gives you peace of mind.

When I’m not helping clients navigate the retirement journey, I’m spending time with my wife and teenage twins or out cycling or playing tennis.

Let’s Chart Your Course

Whether you’re just starting to think about retirement or need help making sense of old accounts, I’m here to guide you.
I’m your Co-Pilot — let’s navigate your next chapter together.

📅 Schedule your free consultation