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David Maurer, CFP®,CRPC®, MBA

David Maurer, CFP®,CRPC®, MBA

Partner | Investment Advisor Representative

David has been in the financial services industry since 2000. He graduated The College of New Jersey with a B.S. in Finance and then received an MBA in Corporate Communications from Fairleigh Dickinson University. He currently holds the designation of CERTIFIED FINANCIAL PLANNER™ (CFP®) and Chartered Retirement Planning Counselor (CRPC®). His professional background includes leadership positions for both Ameriprise Financial and AllianceBernstein Investments. He recently served as the Vice President of The College of New Jersey Alumni Association and is currently a member of the Estate and Financial Planning Council of Southern New Jersey. David has a results-oriented mentality and is passionate about helping his clients reach their financial goals.

David currently resides in Mount Laurel, NJ with his wife Karen and two children, Emily and Shane. He enjoys coaching his kids in sports, travelling to new places, and playing golf and softball.

CRN202107-251700