David L. Greene is the founder and president of Beacon Financial Group. For over two decades, he has been helping individuals and businesses implement strategies designed to preserve and grow their assets and lower their tax liability. Dave also helps numerous baby boomers with the distribution phase of their financial lives.
In order to simplify the financial world for his clients, Dave shares his education and carefully explains the rationale behind the strategies he suggests. He draws on his experience as a business owner himself, a tax preparer, and an investment professional. Dave also focuses on educating his clients on the financial risks and opportunities of retirement planning.
Dave is also a well-known financial planner with clients around the country. Seniors, business owners and corporate executives have benefited from using his advice to avoid mistakes others make. Even professional sports figures have turned to Dave for investment and tax advice to better protect their retirement dollars. In addition to distribution planning, his specialties include pre- and post-retirement planning, money management, investment advisory, wealth accumulation, tax-reduction strategies, and financial education speaking engagements.
He has his Series 6, 7, 63, and 65 security licenses, which enable him to operate as an investment advisor representative and provide investment advice and guidance on retirement planning, portfolio management strategies, reducing taxes, investment risk, and fiduciary obligations. He is also licensed in Life and Health Insurance.
Dave serves as president of the Las Vegas, Nevada chapter of American Financial Education Alliance (AFEA). He also co-published the financial thought-leaders series book, Financially Empowered, frequently gives educational financial seminars, and has penned articles in publications such as Trends and Traditions, Modern Maturity and New Jersey Realtor.
Having lived in Schenectady, New York for most of his life and moved to Nevada in 2003, settling in Henderson. In his free time, Dave enjoys hiking, golfing and spending time with his family.