David Neil Gordon has been in the business of helping people reach their financial goals since 1997. Through prudent investments and proper planning, David enables his clients to earn honest returns and create reliable, predictable sources of income. David successfully helps his clients reduce financial worry, priding himself on giving people the kind of security they need to sleep well at night. The recipient of numerous awards, David has presented financial workshops for more than 5,000 people including highly technical continuing education workshops for CPAs.
In 2004, (at the age of 39), David was honored by the Gannett Company as one of the "40 under 40" most important business professionals in the tri-state area, along with top political figures, physicians, attorneys, and CPAs.
David began his career in 1997 after graduating from MetLife University where he earned his life insurance and his health insurance licenses and his series 6 and 63 securities licenses. He was awarded by MetLife for his outstanding ethics, accomplishments, and his ability to help his clients become more financially secure. David left MetLife in 2000 after they became a public company, and joined forces with the Northwestern Mutual Financial Network. There, he earned his Series 65 license to become an Investment Advisor.
In 2006, David created his own firm with the goal of representing solely his clients’ interests rather than the interests of a specific company. Today, David's clients enjoy peace of mind knowing that he provides independent, objective financial advice. In 2013 David earned his Series 7 securities license.
David is a songwriter and enjoys playing guitar and singing for friends and family. Born and raised in Rockland County, NY, David and his wife Chaya enjoy spending time with their children and grandchildren.
David and Chaya enjoy traveling and are active in numerous charitable organizations in the Tri-State area.