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David Fromer

David Fromer

Financial Representative

David Fromer is a Financial Representative with Planning Alliance. He maintains an active book of business with the primary focus of his practice being financial approaches for the special needs community.

David joined the firm in 2018. He made the pivot to a financial services and insurance career after working as a Behavior Therapist with Applied Behavioral Mental Health Counseling as well as a Special Education Mentor with The Hebrew Academy for Special Children. During his time as an Applied Behavior Analyst, David become aware of a gap in the curriculum shared with special needs individuals and families around financial literacy. Identifying this void in financial education precipitated David’s career move to financial services.

David attended Yeshiva University studying Banking, Corporate, Finance, and Securities Law. He speaks Russian and Yiddish in addition to English.

David lives in New York with his wife Tehilla. They enjoy traveling and spending time with family.

Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. Planning Alliance is not an affiliate or subsidiary of Guardian.CA Insurance License Number - 4086157.