David Bendix

Background

About David Bendix

David Bendix, CPA/PFS, CFP, CFS, RFC David Bendix is president of The Bendix Financial Group, Inc. a Wealth Management firm located in Garden City, New York. He is a CPA, has obtained the PFS designation from the AICPA, and is a CFP. In addition he has obtained the CFS and RFC designations. Separately, David is also a registered representative with Royal Alliance Associates Inc, a FINRA member firm. 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. 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. Before starting his own firm, David spent many years at Ernst & Young specializing in individual tax and personal financial planning for wealthy families. DISCLOSURE Advisory services offered through The Bendix Financial Group, Inc, a registered investment advisor, not affiliated with Royal Alliance Associates, Inc. Specialties: Retirement & Investment Planning Services Financial Advisory Services Estate Planning Life & Health Insurance Planning Tax-Efficient Income Strategies