About David Elefant

David Elefant, a seasoned family wealth adviser with over 25 years of experience, is well versed in the financial needs of affluent individuals and families. He earned his degree in Accounting and Business Law from Temple University and his MBA in Finance and Marketing from the University of Houston. David is a licensed New Jersey CPA and Insurance Provider and holds securities registrations through the Financial Industry Regulatory Authority. He holds the American Institute of CPA accreditation of Personal Financial Specialist. David is on the Board of Directors of Green Vision, Inc., a nationally recognized 501(c)(3) tax exempt organization that teaches adolescent students and adults with autism skills to dismantle and recycle unwanted electronics. He is a multi-year recipient of the Presidentís Award from Cetera Financial Specialists LLC, Inc. naming him one of the top leading national financial advisers. David has also been recognized nationally as a subject matter expert with financial matters as they relate to same gender couples and the GLBT community.