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 AXA 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 AXA 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 AXA Advisors' affiliate, AXA Equitable Life Insurance Company (NY, NY), coursework for the certificate was developed exclusively for AXA 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 AXA Equitable . Complaints about an AXA Advisors FP should be directed to customer.relations@axa-equitable.com.

California Insurance License #: 0738093


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Phone (973) 771-0886 x110