David has been a financial consultant with AXA since 1996. He co-founded the Falcon Financial Group in 2009 along with several partners, to create a firm that would provide a concierge level of service to his clients. David’s practice focuses on comprehensive financial planning and wealth management; he specializes in retirement planning. His primary objective is to help his clients accomplish and fulfill their life-long dreams and goals.
David also works with sole proprietors and small business owners and specializes in helping them maximize tax advantaged savings programs. He feels it is of paramount importance that people running their own business take advantage of all the tax advantaged programs that are available to them.
David received his CERTIFIED FINANCIAL PLANNER ™ professional designation in 2008. He also completed coursework at the Wharton School at the University of Pennsylvania and obtained a Certificate in Retirement Planning. Most recently, David completed coursework in advanced asset allocation at the Faculty Club at Harvard University. He believes that continuing his education is the best way to help his clients achieve their goals and objectives; he strives to educate his clients and thereby empower them to make good financial decisions. His goal is to do for his clients what he would do for himself, given the same set of facts and circumstances.
During his distinguished career, David has received many sales and management awards, including recognition from AXA Advisors in their Hall of Fame.
David resides in Martinsville, NJ with his girlfriend, Julia, their two children and their dogs Beanie and Whitney. He is an avid runner and has completed numerous races including the NYC Half Marathon and NJ Marathon.
Licenses: Life and health insurance in various states
FINRA Securities registration: Series 6, 7, 24, 63, and 65
CFP® and CERTIFIED FINANCIAL PLANNER are 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.
The Retirement Planning Specialist title is awarded by Equitable Advisors, based upon the Financial Professional’s (FP) receipt of a Certificate in Retirement Planning from the Wharton School, University of Pennsylvania. In a collaboration between the Wharton School and Equitable Advisors’ affiliate, Equitable Financial Life Insurance Company (NY, NY), coursework for the certificate was developed exclusively for Equitable Advisors FPs, and the title may be used only by FPs who have completed the required coursework and maintain the title through ongoing continuing education requirements. To verify that an FP has earned and holds the title in good standing, contact firstname.lastname@example.org. Complaints about an Equitable Advisors FP should be directed to email@example.com.
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