David Moss, RICP®
Financial Services Representative, Registered Representative, Investment Advisor Representative
As an experienced Investment Advisor Representative, David is dedicated to helping individuals, families, small businesses and organizations build, grow, and protect their wealth, lifestyle and financial futures. David works closely with his clients to provide sound financial education that can help them better understand their financial needs and goals and how to achieve the lifestyle they desire.
With Barnum Premier Client Group's team of industry professionals, David is able to provide support in every category. Together, with the assistance of many other advisors, including financial planners, certified financial analysts, CPAs, and attorneys, David can create a strategic financial plan designed specifically for each client's personal vision. Excellent and timely service is paramount David and he strives to create an experience that reflects the respect he has for all clients, and the trust that they place in him.
David has over 31 years of industry experience, ranging from wealth management, retirement and tax planning, business banking, and retail banking and participates in leadership roundtables to implement new financial campaigns. David also conducts corporate education seminars at major corporations across the city to help educate employees and business owners on the importance of preparing for their financial future.
About David:
A graduate of Hofstra University with a B.B.A in business finance. David is also a Carnegie Hall benefit committee member for Best Buddies in New York and is the walk organizer for the Juvenile Diabetes Research Foundation.
David resides in Rockville Center, NY with his wife and children and is an avid cyclist and baseball fan, who enjoys spending time with family and friends.
David holds the RICP® designation which prepares him to help clients obtain a secure retirement. This designation equips advisors with the knowledge to effectively manage the transition from asset accumulation during a client’s working years to asset decumulation in retirement. RICP® enables the advisor to demonstrate tremendous value by delivering smart strategies for creating secure, sustainable income for a client's retirement.
I am licensed and registered to offer products and services in NY. Licenses and registrations will vary.
Domiciled in NY.