David Depalma
Certified Financial Plannertm Professional at Periscope Wealth Management at Equitable Advisors
Based in New York, United States
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Seniority
Staff
Department
Finance & Accounting
Location
New York
Industry
Financial Services
Company size
4.3K
Contact information
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d•••••••@equitable.com
Phone
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Background
About David Depalma
Financial Consultant focusing on Retirement Planning, Asset Allocation Strategies, Business Planning, and Life Insurance. Specialties: Retirement Planning: IRA's, 401k, 403b, Annuities Brokerage Accounts: Stocks, Bonds, Mutual Funds Risk Management: Life/Health Insurance, Disability, Long Term Care Business Planning: Employee Benefits, Deferred Compensation Plans, Buy Sell Agreements
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