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    David Schwartz's Team at Bleakley Financial Group

    David Schwartz and his team have been serving their clients high quality financial planning and wealth management needs since 2010. They have a high level of commitment to helping their clients map out their financial goals and devise a comprehensive plan to achieve these goals.  

    Working With Us

    Our Mission

    Is to help our clients identify financial goals that are important and unique to them and help build a comprehensive tailored plan that helps them achieve their long-term goals on their desired schedule.

    We accomplish this by:

    • Actively discussing life changes and evolving goals
    • Educating clients on their various planning options
    • Providing thorough and well thought out solutions
    • Maintaining constant communication to stay on top of any and all changes in each client's situation, so we are able to be proactive in our planning approach
    D Schwartz Team - Website Sized -1

    Professional Specializations

    cash flow
    Diversified Comprehensive Financial Planning
    estate planning
    Sophisticated High Net Worth Planning
    retirement income
    Retirement Income Distribution Planning
    goal targeting
    Investment Management
    income tax
    Tax and Estate Planning
    educate
    College Education Planning

    Philosophy of Service

    "My core mission is helping clients to clearly identify their most important goals and then implementing a comprehensive plan that is tailored to their wants and needs as they may evolve over time."

     

    David Schwartz 

    Advisor at Bleakley Financial Group 

    Meet The Team

    Schwartz 9567

    David Schwartz

    Wealth Management Advisor
    david.schwartz@bleakley.com
    973-244-4224
     

    David is a Wealth Management Advisor at Bleakley Financial Group. He works with his clients to create customized plans that cater to each individual's needs and goals. Taking a very active approach, David likes to remain in regular contact with his clients to stay ahead of any changes in their situation or evolution in their goals. 

    David has a very unique perspective and process, being the son and nephew of two of the Principals. He has been immersed in the industry from a very young age and has worked in numerous capacities, ranging from his current position as an advisor, to interning as an investment analyst. This has helped him develop a core understanding of the planning process and all of its elements. 

    David holds the FINRA Series 7, Series 63 and Series 65 registrations through LPL Financial, as well as life and health insurance licenses. 


    Contact David to Learn More

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    Your Service Team

    Selena Cangialosi

    Client Service Associate

    Charlie Young

    Investment Research & Planning Analyst
    -
    LPL Administrative Associate

    Marlene Carpena

    Life Coach
    300 Kimball Dr, Suite 310, Parsippany, NJ 07054 Contact Us P: 973.575.4180 F: 973.575.4055
    © 2025 Bleakley Financial Group, LLC
     

    Investment advisory and financial planning services offered through Bleakley Financial Group, LLC, an SEC registered investment adviser.

    The Bleakley Financial Advisors associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

    You are under no obligation to use the services of any strategic partner and may choose any qualified professional to provide CPA, legal, tax services. Bleakley Financial Group does not provide legal, tax, or accounting advice or services. Please consult your legal advisor regarding your specific situation.

    Insurance products and services are offered through various insurance agents and/or agencies. Insurance products and services are not a deposit, not FDIC insured, not guaranteed by a bank, not insured by any federal government agency, and may go down in value. Not all insurance products and services are available in all states. Investment advisory services offered through Bleakley Financial Group, LLC.

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