David Fleisher

David Fleisher

President/CEO, Co-Founder

Phone: (215) 640-3822
Fax: (215) 569-2680

Mr. Fleisher has more than two decades of experience in the financial services industry, focusing on the design and implementation of individual financial plans, investment portfolios, and corporate benefits. He works closely with individuals who are navigating through life-altering financial events that require professional planning. David is also managing partner of the firm, and is dedicated to acquiring and mentoring talent within the organization.

David can be heard regularly on Philadelphia's KYW News Radio 1060 delivering business commentary, and has appeared in numerous media including CNBC, Bloomberg, FoxBusiness, and Marketwatch.com.

David is a leader in his industry and community and is an innovator of the integration of banking and wealth management. He is a member of the Society of Financial Service Professionals, National Association of Insurance and Financial Advisors, and has been a conference presenter for the Bank Insurance and Securities Association, and the Pennsylvania Institute of Certified Public Accountants. In 2003, he received the "40 Under 40" Award from the Philadelphia Business Journal as one of the region's "most dynamic executives" under the age of 40.


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California Insurance License #: # 0H12086

Securities and investment advisory services offered through AXA Advisors, LLC (212-314-4600), member FINRA/SIPC. Annuity and insurance products offered through AXA Network, LLC and its insurance agency subsidiaries. AXA Network, LLC does business in California as AXA Network Insurance Agency of California, LLC and, in Utah, AXA Network Insurance Agency of Utah, LLC. AXA Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.

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