David J. Grossman, CLU

David J. Grossman, CLU

President
Advisor

David has been with Kingsbridge Financial Group since 1987. He began his career in the financial services business in 1979 with Equitable. A graduate of Montclair State University and the American College. David is a Retirement Planning Specialist after completing studies at the Wharton School of Business, University of Pennsylvania in 2006. David is a member of the Society of Financial Service Professionals, Million Dollar Round Table - as a Life and Qualifying member, the National Association of Insurance and Financial Advisors, and the National Association of Health Underwriters.  As a resident of Nutley, NJ, he has been awarded the 2004 Distinguished Service Award - Business Man of the Year, from the Nutley Jaycees. He founded The Nutley Business People for the Advancement of Technology in Education in 1997. He specializes in Business Insurance, Employee Benefit Plan Design and Wealth Accumulation and Preservation.

 

The Retirement Planning Specialist title is awarded by Equitable Advisors, based upon the Financial Professional's (FP) receipt of a Certificate in Retirement Planning from the Wharton School, University of Pennsylvania. In a collaboration between the Wharton School and Equitable Advisors' affiliate, Equitable Life Insurance Company (NY, NY), coursework for the certificate was developed exclusively for Equitable Advisors FPs, and the title may be used only by FPs who have completed the required coursework and maintain the title through ongoing continuing education requirements. To verify that an FP has earned and holds the title in good standing, contact Equitable . Complaints about an Equitable Advisors FP should be directed to customer.relations@axa-equitable.com.

California Insurance License #: 0738093


Securities and investment advisory services offered through AXA Advisors, LLC (212-314-4600), member FINRA/SIPC. Annuity and insurance products offered through Equitable Network, LLC and its insurance agency subsidiaries. Equitable Network, LLC does business in California as Equitable Network Insurance Agency of California, LLC and, in Utah, Equitable Network Insurance Agency of Utah, LLC. Equitable Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.

Kingsbridge Financial Group, Inc. is not owned or operated by AXA Advisors, LLC or its affiliates.

Phone (973) 771-0886 x110