David Bleznak

David Bleznak Email and Phone Number

Secure Planning Advisors, Inc. CEO, Managing Partner @ Secure Planning Advisors, LLC
David Bleznak's Location
Fort Washington, Pennsylvania, United States, United States
David Bleznak's Contact Details

David Bleznak work email

David Bleznak personal email

n/a
About David Bleznak

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/

David Bleznak's Current Company Details
Secure Planning Advisors, LLC

Secure Planning Advisors, Llc

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Secure Planning Advisors, Inc. CEO, Managing Partner
David Bleznak Work Experience Details
  • Secure Planning Advisors, Llc
    Managing Partner, Ceo
    Secure Planning Advisors, Llc Sep 2012 - Present
    Horsham, Pennsylvania, Us
    We 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.
  • Secure Planning Advisors, Llc
    Managing Partner
    Secure Planning Advisors, Llc Sep 2012 - Present
    Horsham, Pennsylvania, Us
  • Secure Planning Advisors, Llc
    Wealth Mg. Insurance,Strategic Financial Consulting
    Secure Planning Advisors, Llc 1991 - 2013
    Horsham, Pennsylvania, Us

David Bleznak Skills

Strategic Financial Planning Retirement Planning Investments Estate Planning Health Insurance Insurance Employee Benefits Financial Planners Disability Insurance Business Planning Finance Financial Planning Insurance Planning Management Investment Advisory Retirement Mutual Funds

David Bleznak Education Details

  • University Of Bridgeport
    University Of Bridgeport
    Bachelor Of Business Administration (B.B.A.)
  • University Of Bridgeport
    University Of Bridgeport
    Business

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?

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What is David Bleznak's direct phone number?

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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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