David N. Gordon has been in the business of helping people reach their financial goals since 1997. Through prudent investments and proper planning, David enables his clients to earn honest returns and to enjoy reliable, predictable sources of income. David successfully helps his clients eliminate financial worry, priding himself on giving people the kind of security they need to sleep well at night. The recipient of numerous prestigious awards, David has presented financial workshops for more than 2,500 attendees including highly technical continuing education workshops for CPA’s.
In 2004, (at the age of 39), David was honored by the Gannett Company as one of the "40 under 40" most influential business professionals in the tri-state area, along with top political figures, physicians, attorneys and business owners.
David is a member of the Million Dollar Round table -the premier association of Financial Service professionals. This prestigious honor puts David in the top 2% of all financial advisers nationwide in terms of his proven ability to help his clients achieve their financial goals.
After a long career with a large financial services company, in 2006 David created his own firm with the goal of representing solely his clients interests rather than the interests of a specific company. Today, David's clients enjoy peace of mind knowing that he provides independent, objective financial advice.
David is an approved member of the National Ethics Bureau, a third-party firm providing an ongoing comprehensive objective background check for financial service professionals. (For more information, visit www.ethicscheck.com). Also visit www.finra.org “broker check” enter David Neil Gordon.
Born and raised in Rockland County, New York, David lives with his wife Carrie Lynn, and their 3 children in Cedarhurst, New York. The Gordon family enjoys making beautiful music, hiking, kayaking, visiting art museums, and attending musical performances. David and Carrie Lynn are active in numerous charitable organizations in the Tri-State area.