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 wealth. This approach is both personal and comprehensive, integrating investment management and asset protection.
The cornerstone of David’s practice is giving people the knowledge they need to make informed financial choices with confidence. He guides his clients through a process that both educates and empowers, taking the time to explain his recommendations and how they integrate with other facets of their overall wealth management plan.
A key area of specialization for David is working with families who have a dependent with special needs. He combines the principals of traditional financial planning with a deep understanding of the additional considerations families with a dependent with special needs face. He understands the importance of structuring a plan that helps ensure dependents remain eligible for government programs. David has extensive experience with special needs trusts, as well as guardianship issues and other matters that need to be taken into consideration.
At Barnum Financial Group, David has the support of a network of professionals that are experienced and trained in individual and business planning strategies. He also collaborates with his clients’ legal and tax advisors where appropriate.
David has earned a number of industry designations. They include the Certified Life Underwriter (CLU®) designation for individuals who specialize in life insurance and estate planning. He also holds his Chartered Financial Consultant (ChFC®) designation focusing on the advanced financial planning needs of professionals and small business owners. David holds numerous industry licenses including life, accident, and health insurance, as well as property and casualty insurance.
David began his career in financial services over 25 years ago. He previously served as a portfolio and money manager with Capital Builders Advisory Services of New York. David joined the Barnum family in 1990. Because of his dedication and commitment, he has been recognized multiple times by the Barnum organization, having qualified for the prestigious Leaders Conference numerous times.
A lifelong resident of Rockland County, New York, David resides in New City with his wife Anita. They are proud parents of three grown children. David is a member of the Society of Financial Service Professionals and is an active member of the community. He is the immediate past board president of B.R.i.D.G.E.S (formerly known as Rockland Independent Living Center or RILC) and a volunteer with the Westchester Chapter of the Hearing Loss Association of America. In his spare time, David enjoys working on his vintage Mustang, traveling and following his favorite sports teams.
I am licensed and registered to offer products and services in NY. Licenses and registrations will vary.
Domiciled in NY.
CA Insurance Lic #0H00935