David M. Feldman, CFP®, CSA
Prior to merging with GYL Financial Synergies, David guided Wechter Feldman Wealth Management (WFWM) as President, to national and professional recognition. He has dedicated his career to helping others achieve their financial goals through experienced investment management and personalized financial planning.
Before joining WFWM in 1996, David held senior-level positions in financial services, insurance, and business consulting.
David holds the designations of CERTIFIED FINANCIAL PLANNER™ practitioner and Certified Senior Advisor (CSA)®.
In recognition of his professional achievements, David is honored to have been named by Medical Economics magazine as a Best Financial Advisor for Doctors and included in Who’s Who in America. David is also a published author in the prestigious Journal of Financial Planning and has served as an editorial consultant to Harcourt Brace for its financial planning publications.
As a member of the Financial Planning Association, David has served on the New Jersey Chapter Board of Directors. He has also served as a member of Standard & Poor’s Advisory Panel, the Investments & Wealth Institute™ (formerly known as the Investment Management Consultants Association®), and the Morris Advisors Roundtable (a group of nationally recognized financial planners and wealth managers). In addition, David is a longtime member of the TD Ameritrade Advisors Panel and President’s Council.
David holds a bachelor’s degree with Honors from Duke University, and he has completed investment management courses at The Wharton School, University of Pennsylvania.
During his leisure time, David enjoys hiking, biking, sampling and cellaring fine wines, and taking international trips with his wife. He supports several medical research and humanitarian charities.