Broker Check
David Elefant, CPA, MBA, PFS, ADPA

David Elefant, CPA, MBA, PFS, ADPA

Managing Principal

David is the leader and visionary behind our organization. He graduated from Temple University with a degree in Accounting and Business Law and then went onto the University of Houston to earn an MBA in Finance & Marketing.

David currently holds FINRA series 6, 7, 63 and 65 securities registrations with Commonwealth Financial Network. He’s also a licensed Insurance Producer in many states with Life, Health, and Variable lines of authority.

In addition, David’s a licensed CPA and earned the Personal Financial Specialist (PFS™) credential from The American Institute of CPAs (AICPA). This is specific to CPAs who specialize in various areas of financial planning.

With over 30 years of industry experience, David is well-versed in the financial needs of affluent individuals and families. He developed our firm into the comprehensive wealth management practice that it is today and continues to oversee all daily operations.

In his spare time, David loves to travel the world and cook for his family and friends. He also enjoys classical music and frequents the New Jersey Symphony Orchestra (NJSO) often. 

Have a question for David? Contact him directly at