David S. Pozzi

David S. Pozzi

Partner
Retirement Planning Specialist

Phone: 856-751-2665
Fax: 856-751-3309
E-mail:
 

David has been assisting clients with their benefit and insurance challenges since 1991.  His experience in the insurance industry has been a benefit to clients all across the country who have ventured into the world of business. His primary focus is insurance and retirement needs for small to medium size business owners. David had a vision to provide assistance and services linking the needs of clients who required employee benefits as well as guidance in planning for the owners' needs for the future of their companies.  His foresight has helped many small and medium size businesses.  David is a graduate of the Penn State University with degrees in Finance and Economics.
The Retirement Planning Specialist title is awarded by AXA Advisors, based upon the Financial Professional's (FP) receipt of a Certificate in Retirement Planning from the Wharton School, University of Pennsylvania. In a collaboration between the Wharton School and AXA Advisors' affiliate, AXA Equitable Life Insurance Company (NY, NY), coursework for the certificate was developed exclusively for AXA Advisors FPs, and the title may be used only by FPs who have completed the required coursework and maintain the title through ongoing continuing education requirements. To verify that an FP has earned and holds the title in good standing, contact AXA Equitable atretirement@axa-equitable.com. Complaints about an AXA Advisors FP should be directed to customer.relations@axa-equitable.com.


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