DaveO

Location:

Atlanta, GA
Hometown: Oceanside, Long Island NY

Member since:

July 12, 2013

What is your first and last name (both required and a photo to be approved)? The full name of your venture?

David Vogel NestWise

What kind of business is it and how long has it been in business? Where is the office?

NestWise LLC, is a wholly owned subsidiary of the largest independent broker dealer in the United States, LPL Financial. We believe that everyone should have access to affordable personal Financial Advice. Everyone–not just the wealthy or those who have money to invest–can now benefit from a good Financial Plan with ongoing support. We’re different because we look beyond the money you have to invest today, and consider how to best help you increase an investors net worth. Our advice is grounded in a unique philosophy we call Full Life Financial Management. It starts with identifying what matters to you and helps you align your financial decisions – about spending, saving, investing and giving back – with what you value most. It goes beyond investment advice, and focuses on helping you make wise choices day-by-day. We work with our clients through a combination of innovated Web-based tools and in-office meetings. Our office is located in the Perimeter area of Sandy Springs.

Who are good referral partners for you?

Small business owners [masked] employees) with a vested interest in their employee’s financial fitness. I can build an education program to help promote financial well-being to your team and the better they do financially, the better they do for you. Individual’s that need to educate themselves about financial planning and investment management. CPA's, Lawyers, Insurance Agents who are looking to grow their businesses and network.

What can you offer the Group members?

I have been in the area for a long time and have different networks of people I can connect others with. I am experienced in referral groups. I ran one for 3 years and can offer my experience in helping support the group

What is your cell phone number and email address in the event we need to contact you? (Not available through MeetUp and NEVER sold!)

[masked] [masked]

Introduction

I have lived in Sandy Springs for over 20 years. I have been in the Financial Services business the majority of this time. My passion lies in helping and educating individuals on the importance of financial planning.


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