David is a Financial Advisor and Managing Associate who helps union members and their families understand how their pension, employer benefits, Social Security, insurance coverage, and personal savings work together. He provides personalized guidance focused on protecting income, preparing for retirement, building wealth, and creating a financial legacy.
Whether you are early in your career, approaching retirement, changing jobs, or simply looking for a second opinion, David can help identify potential gaps and create a strategy based on your goals. He also manages a team of advisors committed to delivering attentive service and clear, practical financial guidance.
David lives in Boynton Beach with his wife, Tehilla, and their growing family. He serves clients throughout Florida, New York, and New Jersey.