David Birnbaum Email & Phone Number

Comprehensive investment planning:Making sure your wealth continues to work in support of the goals you have established takes careful planning. Such planning is not a single event – it is an ongoing process. As your life circumstances change, so must the investment strategies that I use in order to stay on course towards meeting your objectives. That is why I work with you, your CPA and attorney to design investment strategies targeted to your specific needs and goals. As a PIM portfolio manager, I can build and manage your portfolio in line with your objectives. I also offer Corporate Executive Services, Insurance Design and Pension Strategies. The PIM program is not designed for excessively traded or inactive accounts, and may not be suitable for all investors. Please carefully review the Wells Fargo Advisors advisory disclosure document for a full description of our services. The minimum account size for this program is $50,000. Heritage of client service:Wells Fargo Advisors, which traces its roots to 1879, grew over the years through mergers with some of the industry’s most respected regional and national firms. Throughout their histories, our predecessor firms were known for exceptional service based on trust and knowledge and for cultures that put client needs above all else. Wells Fargo Advisors offers an objective and holistic approach that provides ongoing financial strategies for all aspects of our clients’ lives. This information is intended for use by residents of AZ, CA, CO, CT, DC, FL, GA, ID, IL, IN, MA, MD, ME, MI, MO, NC, NJ, NY, PA, RI, SC, TX, VA, and VT only./*********/Investment and Insurance Products are:* Not Insured by the FDIC or Any Federal Government Agency* Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate* Subject to Investment Risks, Including Possible Loss of the Principal Amount InvestedWells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company. Opinions and comments do not necessarily represent the views of our firm. Additional guidelines can be found on wfa.com/social

Listed skills include Pim Portfolio Manager.

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  University At Buffalo

  B.S. Economics /Minor Environmental Studies