David is the Director of Planning for Creative Financial Concepts, LLC, where his focus is on creating cost-effective solutions for his clients. To achieve this goal, he uses the tools of financial analysis to design strategies that efficiently fit the available planning techniques to each client’s personal realities. David serves on the adjunct faculty of New York University where he teaches financial planning to those seeking to become Certified Financial Planners®.
An active speaker, David has conducted numerous seminars on topics ranging from investments, to family business succession strategies, to basic and advanced estate planning techniques, to charitable gifting strategies, to retirement planning and retirement distribution strategies. He has published articles dealing with business succession planning and traps for the unwary in the minimum required distribution regulations, has been quoted in periodicals including The New York Times, The Daily News, The New York Post, Kiplinger’s, Investment News, Dow Jones Investment Advisor, Registered Rep, and Wealth Manager. He has been interviewed on NY1 News, by Betsy Stark on ABC World News Tonight, and on ABC Eye Witness News.
David has an MBA from Columbia University, and is a Certified Financial Planner and a Chartered Financial Consultant. He is a member of Beta Gamma Sigma Alumni of New York (where he serves as President), the Financial Planning Association (where he serves as Chairman of the NYC chapter), The Estate Planning Council of the City of New York (where he served as a director), The American Society of Financial Service Professionals, and The Planned Giving Group of Greater New York.