David Christenson

David Christenson Email and Phone Number

Senior Regional Specialist, Private Client Group at TIME a Crump Company @ TIME a Crump Company (PJ Robb a Crump Company)
parsippany, new jersey, united states
David Christenson's Location
New Braunfels, Texas, United States, United States
David Christenson's Contact Details

David Christenson work email

David Christenson personal email

n/a
About David Christenson

David believes every client deserves excellent advise.Along with his team, David assists a select group of Financial Advisors as they provide Retirement, Estate, Business, Asset protection, Insurance and Tax planning to their most valued clients.These clients include High Net Worth Investors, C-Suite Executives, Ultra High Net Worth Families, Privately held Business Owners. Medium sized Ranch Owners & Private Equity Partners.David utilizes a special "FACES" process to learn clients' unique family dynamics, assets, concerns/goals and existing planning. Understanding these elements drives the selection process of various planning strategies clients should be considering in their plan.

David Christenson's Current Company Details
TIME a Crump Company (PJ Robb a Crump Company)

Time A Crump Company (Pj Robb A Crump Company)

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Senior Regional Specialist, Private Client Group at TIME a Crump Company
parsippany, new jersey, united states
Website:
crump.com
Employees:
669
David Christenson Work Experience Details
  • Time A Crump Company (Pj Robb A Crump Company)
    Senior Regional Specialist, Private Client Group
    Time A Crump Company (Pj Robb A Crump Company) Sep 2006 - Present
    Austin, San Antonio, Houston, Corpus Christi & Mcallen
    Providing assistance to Financial Advisors with Retirement, Estate, Business, Asset protection, Insurance & Tax Planning.Client firms: Morgan Stanley, UBS, Raymond James, Wells Fargo Advisors, JP Morgan Chase, RW Baird, RBC, US Bank, PNC Bank
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  • The Hartford
    Account Executive
    The Hartford 2005 - 2006
    Austin, Texas Area
    Providing assistance to Financial Advisors with Retirement, Estate, Business, Asset protection, Insurance & Tax Planning.Client firms: UBS, Raymond James, Wells Fargo Advisors, Frost Bank, RBC Dain Rauscher, AG Edwards, LPL, NEXT, Edward Jones
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  • Metlife
    Regional Vice President
    Metlife 2003 - 2005
    Austin, Texas Area
    Provided assistance to Financial Advisors with Retirement, Estate, Business, Asset protection, Insurance & Tax Planning.Client firms: UBS, Raymond James, Wachovia Securities, AG Edwards, Southwest Securities, Edward Jones, RBC Dain Rauscher, RW Baird,
    View
  • Axa Equitable
    Divisional Vice President
    Axa Equitable 2001 - 2003
    Austin, Texas Area
    Provided assistance to Financial Advisors with Retirement, Estate, Business, Asset protection, Insurance & Tax Planning with a special focus on BOLI (bank owned life insurance)Client firms: Smith Barney, PaineWebber, Raymond James, Wachovia, AG Edwards
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  • Cigna Financial Advisors (Now Sagemark Consulting)
    Financial Advisor
    Cigna Financial Advisors (Now Sagemark Consulting) 1993 - 2001
    Southfield, Mi
    Provided Fee Based Financial Planning to the owners of private held, family businesses.
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  • American Express
    Financial Advisor
    American Express 1992 - 1993
    Flint, Mi
    Provided Fee Based Financial Planning to Families & Small Business Owners.
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  • Metlife
    Insurance Agent
    Metlife 1989 - 1992
    Flint, Mi
    Provided Life Insurance and basic Financial Planning to Families.
    View

David Christenson Skills

Life Insurance Estate Planning Retirement Planning Series 63 Insurance Long Term Care Insurance Series 6 Business Succession Planning Long Term Care Strategic Financial Planning Financial Planning Inheritance Tax Planning Charitable Gift Planning Executive Benefit Strategies Wealth Management Asset Protection Planning Mutual Funds Securities Tax Planning Series 7 Retirement

Frequently Asked Questions about David Christenson

What company does David Christenson work for?

David Christenson works for Time A Crump Company (Pj Robb A Crump Company)

What is David Christenson's role at the current company?

David Christenson's current role is Senior Regional Specialist, Private Client Group at TIME a Crump Company.

What is David Christenson's email address?

David Christenson's email address is dc****@****fin.com

What skills is David Christenson known for?

David Christenson has skills like Life Insurance, Estate Planning, Retirement Planning, Series 63, Insurance, Long Term Care Insurance, Series 6, Business Succession Planning, Long Term Care, Strategic Financial Planning, Financial Planning, Inheritance Tax Planning.

Who are David Christenson's colleagues?

David Christenson's colleagues are John Boylan, Erin Morris, Jay Ram Reddy, Dan Thomey, Brian Metzger Clu®, Virginia Gutierrez, Lynn Smolizer, Ms.

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