David Bleznak Email and Phone Number
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David Bleznak personal email
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I take pride in getting to know my clients. For the past 33 years I have assisted the affluent business owner, acting as their personal Chief Financial Officer by implementing a “Wealth Management Formula.” This formula provides not only investment consulting strategies but also advance planning techniques such as wealth enhancement through tax mitigation strategies and cash-flow planning; wealth transfer by effectively transferring wealth not only within the family members but business partners alike; wealth preservation via risk mitigation through legal structure and transferring risk and charitable giving strategies in effective tax efficient ways.My collaborative approach lends itself to a true wealth management experience for the families and businesses I serve, and helps them achieve their financial goals in a simple and elegant manner. Specialties:Wealth Management & Income GenerationFee Based Financial PlanningAsset Preservation PlanningExecutive Nonqualified Plans Estate PlanningBusiness Succession**Give me a call 215-540-1188**This LinkedIn profile is published for residents of the United States only. Registered Representatives and Investment Advisor Representatives of Kestra Advisory Services, LLC may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact Kestra Compliance Department at 844-553-7872.http://www.finra.org/
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Managing Partner, CeoSecure Planning Advisors, Llc Sep 2012 - PresentHorsham, Pennsylvania, UsWe clearly understand it takes in-depth analysis and appropriate planning solutions tailored to meet each individual situation. Secure Planning Advisors, we employ a disciplined, structured approach to planning which, by design, helps ensure that we incorporate all your needs, goals and objectives. Our clients gain clarity and confidence through this interactive planning process. Secure Planning Advisors's platform of experienced professionals and sound financial strategies enables us to deliver customized, innovative and distinctive solutions to help our clients realize their dreams. We pride ourselves on maintaining long-term relationships built on integrity and fostered by trust. Backed by our reputation for thoroughness and objectivity, we honor our commitments and deliver on the promises made to our valued clients. Our associates and staff maintain high ethical standards Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment advisory services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. Secure Planning Advisors is not affiliated with Kestra IS or Kestra AS.For hyperlinks to FINRA and SIPC, please refer to ‘Contact Info’ section above.This LinkedIn profile is published for residents of the United States only. Registered Representatives and Investment Advisor Representatives of Kestra Advisor Services, LLC may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact Kestra Compliance Department at 512-697-6000. -
Managing PartnerSecure Planning Advisors, Llc Sep 2012 - PresentHorsham, Pennsylvania, Us -
Wealth Mg. Insurance,Strategic Financial ConsultingSecure Planning Advisors, Llc 1991 - 2013Horsham, Pennsylvania, Us
David Bleznak Skills
David Bleznak Education Details
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University Of BridgeportBachelor Of Business Administration (B.B.A.) -
University Of BridgeportBusiness
Frequently Asked Questions about David Bleznak
What company does David Bleznak work for?
David Bleznak works for Secure Planning Advisors, Llc
What is David Bleznak's role at the current company?
David Bleznak's current role is Secure Planning Advisors, Inc. CEO, Managing Partner.
What is David Bleznak's email address?
David Bleznak's email address is bl****@****ors.com
What is David Bleznak's direct phone number?
David Bleznak's direct phone number is +121528*****
What schools did David Bleznak attend?
David Bleznak attended University Of Bridgeport, University Of Bridgeport.
What are some of David Bleznak's interests?
David Bleznak has interest in Social Services, Children, Economic Empowerment, Civil Rights And Social Action, Education, Environment, Disaster And Humanitarian Relief, Animal Welfare, Health.
What skills is David Bleznak known for?
David Bleznak has skills like Strategic Financial Planning, Retirement Planning, Investments, Estate Planning, Health Insurance, Insurance, Employee Benefits, Financial Planners, Disability Insurance, Business Planning, Finance, Financial Planning.
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