Broker Check
David Gabay

David Gabay

Owner/Founder/CERTIFIED FINANCIAL PLANNER

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 advises on over 247,000,000* in client assets for both investment and advisory accounts.

David graduated from the University of Southern California in 1981 with a BA. He is also a graduate of The College for Financial Planning in Denver, Colorado attaining a CERTIFIED FINANCIAL PLANNERTM certification. His securities registration can be checked via https://brokercheck.finra.org/ (CRD# 1032946) and he has successfully passed industry securities examinations (Series 22, 6, 63, 65, and 7).

In 1997 David established his own financial planning company, Pinnacle Planning Group, currently located in Tarrytown New York. With over 42 years of financial planning experience, David has committed himself to integrating all aspects of his client’s needs into one complete and comprehensive plan.

David is an Investment Advisor Representative affiliated with Independent Broker-Dealer Commonwealth Financial Network. As a CFP® professional, David has taken additional advanced training. A CERTIFIED FINANCIAL PLANNERTM certificant must complete advanced comprehensive examinations that comply with the CFP Board's fitness standards for all registrants. In addition, CFP® professionals agree to abide by The Board's code of ethics and rules of conduct which place clients' interests first and comply with financial planning practices and continuing education standards. The Board of Standards also holds itself out to the general public for those seeking to engage the services of any CFP® professional. They can be reached at 800-487-1497. All inquiries should be made utilizing David’s license number 21333.

*AUA as of 09/2023