David Lenvin Email & Phone Number

Bellevue

As a Financial Consultant with Equitable Advisors, I work with individuals, families and business owners to develop customized financial investment and wealth-management strategies that meet both short and long term needs. As a member of the Retirement Benefits Group (RBG) team, my primary focus is helping the K-12 public educator market and their families build secure financial futures. Some of the major areas I focus on are retirement planning, investments, college funding, and risk… Show more As a Financial Consultant with Equitable Advisors, I work with individuals, families and business owners to develop customized financial investment and wealth-management strategies that meet both short and long term needs. As a member of the Retirement Benefits Group (RBG) team, my primary focus is helping the K-12 public educator market and their families build secure financial futures. Some of the major areas I focus on are retirement planning, investments, college funding, and risk management. Equitable Advisors enables me to help my clients by providing a large network of products and services, and our open architecture platform allows me to tailor recommendations to your unique situation. I work with clients to provide personalized comprehensive planning strategies through an educational approach. Show less

Bellevue

As a Financial Consultant with AXA Advisors, I work with individuals, families and business owners to develop customized financial investment and wealth-management strategies that meet both short and long term needs. As a member of the Retirement Benefits Group (RBG) team, my primary focus is helping the K-12 public educator market and their families build secure financial futures. Some of the major areas I focus on are retirement planning, investments, college funding, and risk… Show more As a Financial Consultant with AXA Advisors, I work with individuals, families and business owners to develop customized financial investment and wealth-management strategies that meet both short and long term needs. As a member of the Retirement Benefits Group (RBG) team, my primary focus is helping the K-12 public educator market and their families build secure financial futures. Some of the major areas I focus on are retirement planning, investments, college funding, and risk management. AXA Advisors enables me to help my clients by providing a large network of products and services, and our open architecture platform allows me to tailor recommendations to your unique situation. I work with clients to provide personalized comprehensive planning strategies through an educational approach. Equitable Advisors, LLC (NY, NY (212) 314-4600), member FINRA, SIPC (Equitable Financial Advisors in MI & TN), Equal Opportunity Employer – M/F/D/V.For more information about Equitable Advisors, LLC you may visit https://equitable.com/customer-service/brokerage-and-advisory to review the firm’s Relationship Summary for Retail Investors and General Conflicts of Interest Disclosure. Show less

Santa Monica

Bachelor Of Arts (B.A.), Comparative Literature

Activities and Societies: Tau Kappa Epsilon, Film Club, Golf

Education record