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Our Team

Our Approach

Our Approach

Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our decades of experience as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. 

Our approach adds perspective to all we do and provides increased benefits to our clients.

Meet David

David Gabay

Owner/Founder/CERTIFIED FINANCIAL PLANNER

(914) 592-6635

(914) 909-6502

David@pinnplanning.com

David L. Gabay is a CERTIFIED FINANCIAL PLANNERTM professional and owner of Pinnacle Planning Group specializing in retirement and estate planning, investment and tax planning, business succession planning, and risk management. The firm...

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