David Bruckman Email & Phone Number
Senior Consultant; Wealth Transfer and Risk Management @ Navis Wealth Management
David Bruckman's Location
New York, NY, US
David Bruckman's Work
- Senior Consultant; Wealth Transfer and Risk Management @ Navis Wealth Management
- Partner @ Apexium Financial LP, an affiate of Citrin Cooperman
- Managing Partner @ Citrin Cooperman Wealth Management, LP
David Bruckman's Education
- Syracuse University College of Law
Juris Doctor
1987 - 1989 - Union College
BA (Political Sciene)
1982 - 1986 - Pace University - Lubin School of Business
MS Tax (Tax Law/Taxation)
1998 - 2002
- Syracuse University College of Law
JD (law)
1986 - 1989 - The American College
Chartered Life Underwriter
2014 - 2015
David Bruckman's Skills
- Estate Tax Planning
- Life Insurance Design
- Creative Tax Solutions
- Wealth
- Investment Advisory Services
- Tax
- Estate Planning
- Asset Protection
- Succession Planning
- Wealth Management
David Bruckman's Summary
David Bruckman, based in New York, NY, US, is currently a Senior Consultant; Wealth Transfer and Risk Management at Navis Wealth Management, bringing experience from previous roles at Apexium Financial LP, an affiate of Citrin Cooperman and Citrin Cooperman Wealth Management, LP. David Bruckman holds a 1987 - 1989 Juris Doctor @ Syracuse University College of Law. With a robust skill set that includes Estate Tax Planning, Life Insurance Design, Creative Tax Solutions, Wealth, Investment Advisory Services and more, David Bruckman contributes valuable insights to the industry. David Bruckman has 7 emails and 1 mobile phone number on RocketReach.
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