David Bailin

Financial Advisor who turns dreams into attainable goals through disciplined structure and planning

Role
Owner at Personal Wealth Strategies
Location
Trenton, NJ, US
LinkedIn followers
500 followers
General Business & ManagementView LinkedIn profile

About David Bailin

Working with clients to achieve their dreams by integrating their investment, insurance…

Experience

  1. Owner

    Personal Wealth Strategies

    Jun 1984 — Present

Education

  • The American College

    ChFC

  • Fi360

    Accredited Investment Fiduciary (AIF) (R)

    2018 — 2018

  • The Corporation for Long Term Care Certification

    CLTC

  • The American College

    CLU

  • Lehigh University

    BS, Finance, Marketing

    1980 — 1984

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David Bailin — Owner at Personal Wealth Strategies in Trenton, NJ, US | Unifers