David F Light - Certified Financial Planner

I’ve been a Financial Advisor in New Jersey for nearly 20 years and have clients across the country. I started my career with a financial services company on Wall Street as an intern and worked my way up through the ranks to become a Financial Advisor and Managing Director of an Ameriprise Financial independent practice. Very quickly I realized that working with money and numbers was my desire. However, my passion was helping people simplify their finances, make emotionally sound financial decisions and plan investment strategies for real life goals. My primary areas of focus are working with special needs families, millennials or young savers, business owners, trusts, foundations and High Net worth families.