Managing Partner - Phoenix Private Wealth

Health decline, taxes, investment volatility, interest rates. These are all issues that people face in retirement. No one person is the same but the issues we all face as people will persist on. When your employment paycheck stops, it's important to know that you have someone with the knowledge to understand these issues and how to address them.

I help people that pay a lot of money in taxes reduce the issues they face with the above, especially as they get closer to and into retirement.

David has been awarded the title of Retirement Planning Specialist by Equitable Advisors based on the receipt of a Certificate in Retirement Planning from the Wharton School, University of Pennsylvania. He earned his CERTIFIED FINANCIAL PLANNER™ certificate through the American College of Financial Services and the CFP Board, and his Chartered Financial Consultant® designation through the American College of Financial Services.

David is a qualifying member of the Million Dollar Round Table (MDRT), an elite international network of the top 5% of financial professionals globally, who serve their clients with exemplary performance and the highest standards of ethics, knowledge, and productivity.

David is a graduate of Gettysburg College with a degree in economics and business administration. He maintains the Series 7, Series 66, Series 24 registrations; and Life, Accident and Health Licenses.

David is committed to fostering long-term relationships built on trust, credibility and quality of service. This is accomplished by implementing a multi-step process working closely with clients and their other advisors. David believes that his clients' ultimate success lies not in a single transaction but in their overall quality of life.

David resides in Marriottsville, Maryland with his wife Nikki, daughter Addison, and son Rhem.

 

CFP®, CERTIFIED FINANCIAL PLANNER(TM) and federally registered CFP(with flame logo) are the certification marks owned by the Certified Financial Planner Board of Standards, Inc.  These marks are awarded to individuals who successfully complete the CFP Board's initial and ongoing certification requirements.