David Abel

(203) 513-6395 dabel@barnumfg.com
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CFP®, CLU®
  • Financial Planner
  • Financial Services Representative
  • Investment Advisor Representative

In today’s complex world, it is more important than ever to have a financial services representative that can help you see the “big picture” and address your entire financial life. Together we will create a financial strategy that addresses both your near-term realities and your long-term challenges and goals. Areas of focus include retirement planning, insurance protection, investment management, education funding, and estate conservation strategies. Throughout our relationship, I will provide the service and support you need to have confidence in the steps you have taken to achieve the financial future you want.

In addition, I give you the knowledge and information you need to make informed financial decisions with confidence and serve as your advocate, working with your other trusted advisors to bring the pieces of your financial life together.

QUALIFICATIONS

  • Been in the Financial Services Industry since 2008
  • Certified Financial Planner (CFP®) designee
  • Chartered Life Underwriter (CLU®) designee
  • Holds his Series 6, Series 65, Series 7 and Series 63 Securities Registrations

PROFILE

  • Earned his Bachelors of Science Degree from Eastern Connecticut State University
  • Resides in West Haven, Connecticut

I am licensed and registered to offer products and services in CT. Licenses and registrations will vary.
Domiciled in CT.

Check the background of this investment professional on FINRA’s BrokerCheck

Domiciled in CT; CA Insurance License #0H13723, AR License #10998079

What is financial planning?
A trusted financial advisor can support and help guide you to make solid decisions that turn life goals into reality.
Working For the Future You Want

Services

Risk Management

Managing the risks that may compromise your financial goals is a vital step toward protecting your assets.

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Financial Planning

A trusted financial advisor can support and help guide you to make solid decisions that turn life goals into reality.

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Retirement Planning

Prepare well for your golden years now and enjoy a rewarding retirement later. 

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(203) 513-6395 dabel@barnumfg.com
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