David Alter is the Chief Executive Officer of Planning Alliance. In addition, he assists team members on complex practice management, business, and estate planning matters.
David has been a noteworthy leader in the financial services and insurance industries since 1981. He pioneered the development of proprietary estate and business planning techniques as well as cutting edge insurance products, and is a specialist in financial modeling for business and insurance situations.
David received his Bachelor of Science, Summa Cum Laude, from Boston University, with a Concentration in Accounting. Subsequent to his academic degrees, he received a Chartered Life Underwriter designation through The American College of Financial Services.
Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. CA Insurance License #0B10849