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Bio
David Monberg is a New York based wealth manager recognized by AM New York, Newsday, allbusiness.com, BBN3 Network, Wealth Review News, and AARP Bulletin. Specializing in high net worth individual and corporate financial planning, asset management, 401(k) and pension development. Continually monitoring progress towards your financial goals and updating your plan based on changes in market conditions and your individual situation.
A summa cum laude graduate in Business from New York University, Mr. Monberg is registered with Stephen A. Kohn & Associates, Ltd., a full service Broker/Dealer providing a broad range of financial services. Past experience includes being recognized by Ameriprise Financial Services for performing in the top 10 percent of advisors across America. He also worked as a research analyst for CNBC Financial News with CNBC and Wall Street Journal Reporters.
Contact
David Monberg - Wealth Manager
Email: david@davidmonberg.com
Phone: 917-541-5163
Securities offered through Stephen A. Kohn & Associates, Ltd.
3232 South Vance Street, Suite 210
Lakewood, Colorado 80227