D. Nachman Fscp® Lutcf®

Senior Investment Professional Fscp® Lutcf® Financial Services Certified Professional® at Allied Wealth Partners

D. Nachman FSCP® LUTCF® is a Senior Investment Professional at Allied Wealth Partners and an Advisory Board Member at Divvy Technologies Inc. D. is also a Qualified Professional at Million Dollar Round Table and a member of NAIFA. In the past, D. served as a Foster Parent at NJ DCF and held positions at Mass Mutual Financial, MetLife Premier Client Group, MetLife Solutions Group, JPT, and GSS. D. holds a degree in Financial Services Certified Professional® from The American College of Financial Services.

Location

New York, United States

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Allied Wealth Partners

Founded in 1966, Allied Wealth Partners* takes pride being an elite Independent Wealth Management Firm within the NY/NJ Metropolitan area. As of December 2022, we assist clients with over $5.1 billion of assets and have over $6.9 billion of Life, Disability and Long Term Care Insurance coverage in force for our clients. We offer comprehensive financial services covering: Investment and Insurance Products & Services, Employee Benefits, Financial Planning, Executive Compensation, Business Succession and Estate Planning. Securities and advisory services offered through Cetera Advisor Networks LLC, member FINRA/SIPC, a broker/dealer and Registered Investment Adviser. Cetera is under separate ownership from any other named entity.


Employees

51-200

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