David Simkowitz

Background

About David Simkowitz

David Simkowitz founded SimkowitzCo. in to provide high net worth individuals and businesses with financial clarity and purpose. From estate planning to life insurance and wealth building, David and his team help clients achieve their financial goals, with a “whatever it takes” culture of service. The best of the best seek David’s advice – for themselves, for their friends and for their clients. Even those in the financial industry send their most complex cases and clients to David. Known for his action-oriented, get-it-done approach, David has earned a stellar reputation for applying creative strategies unconsidered by the everyday financial firm. David has earned the trust and respect of high net worth attorneys, accountants and other professionals, as evidenced by a steady stream of client recommendations. In 2012, David was honored as an outstanding representative by NAIFA’s magazine, Advisor Today. He was one of four professionals selected for the magazine’s “Four Under Forty” award. In addition, he was invited to join the NAIFA Member Benefits Committee, and to serve as a “Four Under Forty” judge in 2014. In 2014, David was a featured presenter at Million Dollar Round Table (MDRT). When David is not working, he enjoys spending time with family, helping friends and supporting many charities. In David’s words, “My work is also my hobby. Nothing is more rewarding than helping others work through challenges and coaching friends to greater success.” For more information, visit