David Gottlieb
Wealth Advisor at Savvy
- Role
- Wealth Advisor at Savvy Wealth
- Location
- West Orange, NJ, US
- LinkedIn followers
- 500 followers
About David Gottlieb
All advisory services are offered through Savvy Advisors, Inc.(“Savvy Advisors”), an investment advisor registered with the Securities and Exchange Commission (“SEC”). Savvy Wealth Inc.(“Savvy Wealth”) is a technology company and the parent company of Savvy Advisors. Savvy Wealth and Savvy Advisors are often collectively referred to as “Savvy”.David Gottlieb is an investment advisor representative registered with Savvy Advisors, Inc.(“Savvy”). All investment advisory services offered by David Gottlieb are offered through Savvy. Wealth Retention is an independent marketing brand name used by David Gottlieb for advertising and marketing purposes only. Wealth Retention and Savvy are not related or affiliated. For more information about Savvy, please visit our website.
Experience
Wealth Advisor
Mar 2024 — Present · West Orange, NJ, US
Education
Syracuse University - Martin J. Whitman School of Management
Masters, Accounting
2000 — 2005
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