David Mozeika is the CEO and Co-Founder of Currence – a personal finance platform that helps financial advisors grow their practice with a focus on client cash flow. David has dedicated over 24 years to the financial services industry, consistently ranking in the top 1% of his peers. Recognized as a top advisor by Forbes, David has a proven track record of helping clients manage their cash flow to achieve their financial goals.  

David developed Income Under Management ®, a system that allows financial advisors to help manage their client’s income before it hits their spending accounts. This propriety system flips savings on its head, enabling advisors to more effectively grow and protect their  clients’ wealth.