David Podell

Owner/Financial Adviser

Visit my web site!

Phone: 973-227-8001
Fax: 201-621-5051
E-mail: dpodell@podellfinancialgroup.com

David Podell has been in the financial planning industry for 9 years.  He has received a bachelors in business administration from Hofstra University and continues his financial designations through the American College.  He began his career as in intern with Merrill Lynch.

He is a Board Member of the Passaic/Bergen chapter of NAIFA (National Association of Insurance and Financial Advisors).

He is also a Million Dollar Round Table Court Of The Table qualifier.  This places Mr. Podell in the top 1% of all financial professionals. This is a career milestone attained only by those who have demonstrated exceptional professional knowledge, client service and ethical conduct.  Each year, only 3,500 people in the world qualify for this.

He maintains a Chairman’s Council status with New York Life and, has conducted over 30 educational seminars on retirement income strategies.

He serves as a Board Member in the New Jersey Hofstra Alumni Association.

He founded his practice when he saw a disconnect between financial solutions, and their purpose within a plan.  He noticed very early in his career, that businesses and individuals were buying products that were never aligned with their true vision or goals.

As an entrepreneur, he developed a strong team with the ultimate goal of helping people accumulate and protect their wealth.

David resides in NJ with his wife Danielle and his daughter Tori where he enjoys golf, reading, working out, good food and friends.