About David
As a Certified Financial Planner™, I help individuals and families make better financial decisions and plan for their future. I always act as a fiduciary for clients. My areas of practice include college planning, retirement planning, wealth management, and insurance. I work with clients as a trusted partner and help them accomplish their goals for their money, which may be retirement or it may be leaving a legacy or charitable giving.As a Certified Financial Planner™, I help individuals and families make better financial decisions and plan for their future. I always act as a fiduciary for clients. My areas of practice include college planning, retirement planning, wealth management, and insurance. I work with clients as a trusted partner and help them accomplish their goals for their money, which may be retirement or it may be leaving a legacy or charitable giving.
Areas of focus
Credentials & background
Designations
Clients served
Regulatory
- Firm CRD #279033
The firm
We are a boutique Registered Investment Advisory firm, working with clients on college planning, retirement planning, and wealth management. Our advisors are CFP® professionals who act as fiduciaries and disclose or avoid all conflicts. We work with individuals and families, professionals, executives, and small business owners.
795 Franklin Avenue, Franklin Lakes, NJ 07417$35M assets under management