Dave Schlossberg Bio
EA, RFC®, AIF®, NSSA
Dave Schlossberg is the founder of Assured Concepts Group, providing holistic financial planning for near-retirees and retired individuals. As a Wealth and Tax Advisor he helps clients see the “big picture” and find a balance between distribution, conserving assets, maintaining income, protecting investments, and minimizing an erosive tax burden.
Schlossberg began his financial services career almost forty years ago in the insurance field and he is licensed in Life, Health, and Long Term Care. In 1997 he entered the securities industry with the founding of Assured Concepts Group. He is a REGISTERED FINANCIAL CONSULTANT™ (RFC™), a Certified Estate Planner, Certified 401(k) Professional™ (C[k]P™), and a National Social Security Advisor (NSSA®). Schlossberg has also been conferred the prestigious Accredited Investment Fiduciary™ (AIF™) designation by Fi360 as conferred by The Center for Fiduciary Studies and is also an Enrolled Agent with the IRS and member of the National Association of Enrolled Agents.
The RFC designation is awarded to financial advisors who meet high standards of education, experience, and integrity, and who annually fulfill continuing professional education in the field of personal finance and professional practice management. The NSSA® Certificate enables Schlossberg to help individuals and couples improve their financial security during retirement years through maximization of Social Security benefits and Medicare Supplemental coverage.
As a member of the National Association of Enrolled Agents he is a federally licensed tax professional who has unlimited rights to represent taxpayers before the IRS. Schlossberg is also a member of the Society of Senior Advisors, a group of professionals who are able to demonstrate their competence and knowledge of working with older adults and a registered Charitable Emissary for the National Community Foundation, an organization that works with a team of professional advisors providing planned giving vehicles that assist charities in fulfilling their mission.
Today, Schlossberg and his team assists families and individuals across the nation – from Virginia to California – in defining their financial goals and helping to create a plan to most effectively meet those goals. His past experiences include serving as a mortgage broker and real estate investor which gives him a unique perspective and deeper understanding when assisting clients who are considering real estate as a retirement investment.
Schlossberg is committed to ongoing education to keep abreast of the latest planning strategies and changes to tax law, attending more than 40 days of continuing education events per year. With a strong belief in helping to educate his community, Schlossberg lectures on a regular basis on financial matters at various universities. He has been a frequent guest speaker for groups such as the National Association of Retired Federal Employees, and the Senior Advisor Expo. He has been a contributor or featured author on articles published in The Wall Street Journal, BusinessWeek, and industry trade magazines.
Schlossberg actively donates his time and talents to charities near to his heart. As the father of a son with muscular dystrophy, he is passionate about the outstanding work done by Parent Project MD (www.parentprojectmd.org) and Canine Companions for Independence (www.cci.org). As part of his commitment to giving, Schlossberg donates a portion of all financial planning fees to the designated charities of his clients’ choice as well as to his own charitable causes.
Fortunate and blessed to be in the profession, Schlossberg’s positive perspective carries over into everything he does and into the financial advice he gives. His clients are truly like family to him, helping his clients in matters big and small - which they know and appreciate. He helps his clients “sleep well at night” with the knowledge that he and his team are keeping watch.
He is an eleven-time consecutive year winner of the esteemed Five Star Professional Award. (See https://www.fivestarprofessional.com/spotlights/26931 for Dave’s 2022 profile.) Less than 5% of financial advisers qualify to be a one-time winner; winning the award multiple times is a testimony to Dave’s high level of professionalism and customer service.
Schlossberg is a Registered Representative and Investment Advisor Representative offering securities through FSIC. He is a member of FINRA/SIPC, and has a Series 6, 7, 63, and 66 registrations. In addition, he remains fully licensed in Life, Health, and Long-Term Care Insurance.
