After decades of watching our clients struggle, we created Currence to flip the system on its head. Make savings the default position of all new inflows.
By putting savings first and focusing on net cash flow, Currence helps build financial confidence and accumulate the resources needed to implement the protection and growth strategies we know are necessary to achieve Financial Freedom Faster™. It’s really that simple.
David Mozeika, Co-Founder & CEO
David Mozeika has dedicated over 20 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. His innovative approach led to the creation of Currence, a platform designed to change the direction of cash flow and introduce a “speed bump” between income and spending.
Vincent M. D’Addona, Co-Founder & Head of Distribution
With 43 years of experience in the financial services industry, Vince specializes in Estate and Exit Planning for business owners, focusing on increasing and deploying free cash flow to meet financial objectives. Inducted into the NAEPC Estate Planning Hall of Fame in 2017, Vince has also trained thousands of advisors in fundamental sales skills, enhancing their efficiency and effectiveness. At Currence, Vince has engaged with hundreds of advisors and institutions, helping them double their productivity.
Together, David and Vince bring a wealth of knowledge and experience to Currence, helping clients and advisors alike achieve greater financial success and efficiency.
Some users save up to 6X the national average**
Decrease in client meeting time
Users who have trusted Currence with their finances
Financial professionals using Currence
Chief Executive Officer
Head of Distribution
Chief Financial Officer
Strategist Success Manager
Head of Product
Chief of Staff
Head of Quality and Compliance
Fractional Chief Marketing Officer
Conference and Event Manager
Customer Support Representative
Digital Marketing Specialist
Be a part of something greater than yourself. Join us in helping people achieve financial freedom.