David Buckwald - OneTeam Financial, LLC
Industry - Specializing in Life Insurance Strategies and IRA-distribution planning for the affluent
Dave Buckwald has been providing financial advice and guidance to clients for more than 25 years. His specialties include life insurance strategies, estate planning and wealth transfer issues.
Dave works with individuals, families, and business owners to help them achieve their financial goals – while spending more time doing what makes them happiest. His mission is to help clients preserve the wealth that’s taken a lifetime to build.
CERTIFICATIONS/AFFILIATIONS
· National Association of Insurance and Financial Advisors (NAIFA)
· Association for Advanced Life Underwriting (AALU)
· Golden Key Society
· Financial Planning Association (FPA)
· Million Dollar Round Table (MDRT) / Lifetime Member, Court of the Table
· Association for Advanced Life Underwriting
· Certified Financial Planner™ (CFP)
· Chartered Life Underwriter® (CLU)
· Chartered Financial Consultant® (ChFC)
· Certification for Long-Term Care® (CLTC)
· Ed Slott’s Elite IRA Group / Charter Member
Highly respected among fellow advisors for his experience and passion for service, Dave has been a featured speaker at industry conferences around the world. He is also active in the 200 Club of Union County, New Jersey, a charitable organization benefiting widows and families of fallen police officers and firemen.
Million Dollar Round Table and Top of the Table membership is based upon insurance sales. For details regarding qualifications for these memberships, please visit the following website address:https://link.edgepilot.com/s/29f97477/XFUmqJloCUytbGpy1K_hKw?u=https://www.mdrt.org/
Securities and Investment Advisory Services Offered Through M Holdings Securities, Inc. A Registered Broker/Dealer and Investment Advisor, Member FINRA/SIPC. OneTeam Financial LLC is independently owned and operated. CA Insurance License #0E44572. File #3933252.1
