David Podell has been in the financial services industry for 15 years. He has received a bachelors in business administration from Hofstra University and continues pursuing 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 sits on the board of his local economic development committee and synagogue. He has been a Million Dollar Round Table (MDRT1) qualifier for annually since 2003 (to include Court and Top of the Table qualifications) and has maintained a Top Council status with New York Life annually since 2010. Last year he achieved Chairman’s Cabinet status, which is only attained by 50 people out of 10,822 advisors. This is a measure of success at its highest level.
David 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 two daughters, Tori and Skylar, where he enjoys golf, reading, working out, good food and friends.
Originally from Lacey, NJ, Dan’s fondest memories of Long Beach Island are of surfing it’s local breaks and working his way through school at Panzone’s in Surf City. He graduated Summa Cum Laude from Fairleigh Dickinson University where he obtained his BA degree in Communications. Dan started his career with CNN working in Media Operations in their Manhattan headquarters. He transitioned into a financial career in 2010 when he joined AXA Advisors where he obtained all his financial licenses and got his first experience with financial services. At AXA, Dan specialized in working with business owners and individuals on preserving and growing their assets. Being away from the water can only last so long for someone with such strong ties to the beach, and in 2016 Dan left New York City and joined Princeton Capital Management in Red Bank, NJ. After working on corporate retirement plans for two years, Dan decided he is most fulfilled when he can help individuals and business owners in a one on one, personal setting and joined Podell Financial Group.
Dan lives in Shark River, NJ with his Fiancée’ Nicole and their boxer Cooper. In his free time, you can find him surfing in Asbury Park, or when he has the chance, getting back to his favorite spots on Long Beach Island. He also enjoys writing and producing electronic music.
James received his Bachelors in Criminal Justice from Adelphi University. He spent eleven years with the New York City Police Department retiring as a Detective Investigator with a concentration in Financial Crimes.
James has a passion for helping individuals, families, and business owners secure their financial futures in a tax advantaged manner. He takes his unique perspective and tailors every situation to fit his client’s needs to help them achieve their goals.
James and his wife Elizabeth have a son, James Joseph. When he is not working, he enjoys spending time with his family, traveling, and practicing Brazilian jiu-jitsu.
Michael Kelly has been with Podell Financial Group since 2009 and is an Associate Financial Adviser. He is enthusiastic about helping clients find solutions to meet their specific goals or problem solve. Michael recognizes that every client's situation is unique and the economic landscape is ever-changing. He enjoys how working with each client provides him opportunities to learn and grow.
Some of the innovative services Michael offers to clients include but are not limited to: financial planning, business planning, portfolio design and analysis, and economic insight. Michael has the designations of Life Underwriter Training Council Fellow (LUTCF®) and Certification in Long-Term Care (CLTC®).
Michael graduated from Bucknell University with a BA in Economics. He spent several years as a trader at a large proprietary trading firm before joining New York Life as a financial professional in 2004. Outside of the office, Michael spends time with his three children Blaise, Lucas and Charlotte. He also enjoys fishing, boating and playing guitar.
Leslie Mastrogiovanni started with Podell Financial Group in 2016. As our Operations Manager she is responsible for maintaining client relationships, new business development, and office scheduling. Leslie is passionate about working with Podell Financial Group because the services and products provided help people achieve their financial and retirement goals.
Leslie earned her BS in Finance from Fordham University in 2011, before starting her career with WaMu Capital Corp. as a collateral analyst. She later worked for ZAIS Group where her role expanded to include working the mortgage investment platform.
Leslie and her husband Joseph have two children together, twins Jake and Emma. When she is not working she enjoys spending time with her family, reading, and traveling.
Tara Medina started at Podell Financial Group in June of 2018 as an administrative assistant. Tara graduated from the Fashion Institute of Technology with a Fashion Merchandising and Marketing degree in 2003, after 10 years of working in NYC Tara took some time off to have a family. Tara and her husband EJ reside in NJ with their 3 sons, Michael, Anthony & Joseph. In her spare time she enjoys spending time with family, watching her sons on the ball fields, dining out with friends and catching up on the latest fashion trends.
1The Million Dollar Round Table (MDRT), The Premier Association of Financial Professionals, is recognized globally as the standard of excellence for life insurance sales performance in the insurance and financial services industry.