David Bendix is a Certified Public Accountant, has obtained the Personal Financial Specialist Designation from the AICPA, and is a Certified Financial Planner. He has also obtained the Certified Fund Specialist and Registered Financial Consultant designations. Separately, David is also a registered representative with Royal Alliance Associates Inc., a FINRA member firm. He also holds a Series 24 registration (General Securities Principal). He is an Investment Advisor Representative through The Bendix Financial Group, Inc. as well as an independently licensed life and health insurance agent.
David is a speaker for professional and corporate organizations. He has appeared on national television and has been quoted in numerous publications, including The Wall Street Journal, NY Times, LA Times, Your Money, Bloomberg Wealth Manager, Ticker, Kiplinger`s, Accounting Today, Physicians Money Digest, NY Newsday, NY Post, and The Chicago Tribune. David and his team provide comprehensive financial, tax, retirement, estate, and investment services to high-net worth individuals, executives, small business owners and women investors. Modern portfolio theory and asset-allocation are used extensively in his practice. David also consults on corporate qualified retirement plans.
David earned his B.S. in Accounting from SUNY at Binghamton. He also has done graduate work in taxation. David is a member of the AICPA, NYS Society of CPA`s, Institute of Certified Financial Planners, Institute of Business & Finance and the International Association of Registered Financial Consultants. Before starting his own firm, David spent many years at Ernst & Young specializing in individual tax and personal financial planning for wealthy families.
* Research magazine's distinguished panel of six judges rigorously screen Hall of Fame candidates across the nation who have served a minimum of 15 years in the industry, have acquired substantial assets under management, demonstrate superior client service and have earned recognition from their peers and the broader community for the honor they reflect on their profession. Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client's evaluation