David A. Schneider, CFP<sup>&reg;</sup> - Financial Advisor

David A. Schneider, CFP®

Schneider Wealth Strategies

41 Madison Ave, Fl 31
New York, NY 10010-2345
FINANCIAL ADVISOR'S WEBSITE
(800) 461-3283
+1 More Number
(212) 924-2290
CONNECT WITH David
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General

David Schneider is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Schneider Wealth Strategies in New York, NY and the surrounding communities.

Financial Advisor Overview

Schneider Wealth Strategies is a uniquely independent financial services firm devoted to creating individually tailored financial planning and investment solutions to help our clients reach their financial and life goals. We specialize in helping successful business owners, professionals and affluent retirees make intelligent choices with their money in order to improve their financial standing and simplify their lives. As an independent firm devoted exclusively to our clients’ individual needs, Schneider Wealth Strategies is the ideal choice to design, implement and monitor your personal wealth management program. Because of our independence, we are able to offer truly objective advice, avoiding the potential conflicts of interest inherent in working with a large Wall Street firm.

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Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 24, 63

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Insurance Licenses

  • Life insurance: NY, NJ
  • Health/disability insurance: NY, NJ
  • Fixed annuities: NY, NJ
  • Variable annuities: NY, NJ

Broker-Dealer Affiliation

Cambridge Investment Research, Inc.

Broker-Dealer Disclaimer

Registered Representative, Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Schneider Wealth Strategies and Cambridge are not affiliated.
FINRA BrokerCheck

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Annuities, Buying a Home, Career Change, Asset Allocation, Estate Planning, Investment Management, Employee Benefits, Mutual Funds, Insurance, Life Planning, Retirement, Stocks & Bonds, Long-term Care, Starting a Family, Sudden Wealth, Nontraditional Households

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Helpful Financial Planning Resources