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), 50 Tice Blvd, Woodcliff Lake, NJ 07677. Securities products/services and advisory services are offered through PAS, a registered broker/dealer and investment advisor (973)-244-4420. General Agent, The Guardian Life Insurance Company of America (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. Planning Alliance is not an affiliate or subsidiary of PAS or Guardian. IPA is a General Agency of Guardian. CA Insurance License #0B10849.
PAS is a member of FINRA, SIPC.