Broker Check

Biographies

Representatives

David Goldwasser, MBA, CLU®, ChFC®

Financial Services Executive, Financial Planner, Special Care Planner

(914) 372-2922

(914) 372-2929

dgoldwasser@barnumfg.com

David takes a holistic approach to working with each of his clients. He starts by gaining an in-depth understanding of their needs, opportunities, and goals. He then looks at everything they have done to date to protect and grow their...

Read more

Suzanne Malec

Client Service Associate

914-372-2942

914-372-2929

Suzanne.Malec@BarnumFG.com

Suzanne is a client service associate for the team with previous experience as a para-legal for both small firms and large corporations. Melanie assists the team to organize the high volume case flow as well as internal systems and...

Read more

Wealth Strategies Division