David DePalma, CFP® , CRPC®  
CERTIFIED FINANCIAL PLANNER™ professional

David is a financial professional with AXA Advisors, LLC dedicated to helping individuals and businesses build their financial futures.

David's primary focus is to assist his clients in mapping out their financial priorities and establishing a framework to help meet their financial goals.  When managing your assets and investments, our broad philosophy is to protect what you already have, accumulate it wisely over time, and help it withstand changing market conditions. 

With the integrity and diversified resources of AXA Advisors, David is fully equipped to address your financial needs in the following areas:

  • Retirement Planning: Traditional, SEP, & Roth IRAs, 401Ks, Pension Plans
  • Traditional Investments: Stocks, Bonds, Mutual Funds and ETFs
  • Alternative Investments: Hedge Funds, Real Estate Investment Trusts, Structured Notes
  • Risk Management: Life Insurance, Disability Income, and Long Term Care Insurance
  • College Funding: 529 Plans, UTMA & UGMA Accounts
  • Business Planning: Employee Benefits, Group Health Insurance, Buy-Sell Agreements, Deferred Compensation Plans     
  • Individual Health Plans: Certified "New York State of Health" Insurance Broker

 

David maintains the following designations and licenses: 

  • CFP ®, CERTIFIED FINANCIAL PLANNERTM   certification
  • CRPC ®, Chartered Retirement Planning Counselor (Professional Designation from the College for Financial Planning)
  • FINRA Registrations, Series 7 & 66
  • Life and Health Insurance Licenses 

CFP® and CERTIFIED FINANCIAL PLANNER™ are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements.

To learn more about David and AXA Advisors, he can be reached at: (212) 408-9547, or by email at, david.depalma@axa-advisors.com