David L. Burg

Financial Advisor David L. Burg has more than 25 years of experience advising clients regarding income planning for retirement, asset allocation, annuity selection, alternative investment strategies, retirement plans, mutual fund, life and long-term-care insurance, and estate planning related services. His investment management focus and holistic approach to financial planning provide effective solutions to help his clients meet their goals and secure their financial futures.

David is a graduate of University of Miami (Master of Laws in Estate Planning, LL.M.), Columbia College, UCLA Law School (JD), and The Anderson School at UCLA (MBA). He holds the professional certifications of a CERTIFIED FINANCIAL PLANNER (CFP) professional and holds industry designations of Retirement Income Certified Professional (RICP), Chartered Advisor in Senior Living (CASL), Chartered Life Underwriter (CLU), Chartered Financial Consultant (ChFC), Chartered Retirement Plans Specialist (CRPS) and Accredited Domestic Partnership Advisor (ADPA). Though he does not provide legal services, he is a member of The Florida Bar and The State Bar of California and a past member of The New York State Bar Association.