In The News
For Immediate Release
Financial Planner Recognized for Special Needs Expertise
Elmsford, NY, January 2019 -- David Goldwasser, a financial planner with the Barnum Financial Group based in Elmsford, NY, has been designated a Chartered Special Needs Consultant (ChSNC®) after completing an intense course of study sponsored by the American College of Financial Services. The title underscores David’s deep commitment over the past 13 years to helping families with special needs plan for the financial security of loved ones.
“People do not have to have to be millionaires to benefit from proper and complete planning, but there is still a lot to be done,” David notes. “As a reminder, January is National Birth Defects Prevention Month, and 20.9 million families have members with a disability, according to the U.S. Census Bureau.” Establishing special needs trusts and guardianship are just two of the complex steps that families may have to consider, David added.
A lifelong resident of Rockland County, David lives in New City with his wife Anita. They are proud parents of three grown children. David is a member of the Society of Financial Service Professionals and is an active member of the community. He is the immediate past board president of B.R.i.D.G.E.S (formerly known as Rockland Independent Living Center or RILC) and a volunteer with the Westchester Chapter of the Hearing Loss Association of America. In his spare time, David enjoys working on his vintage Mustang, traveling and following his favorite sports teams.
About Barnum
We help over quarter million clients, nationwide create wealth and make smart money decisions through our financial planning and consulting services. At Barnum Financial Group, we provide a full range of investment and risk management products and services to individuals and their families, as well as small businesses, corporations, government entities, and not-for-profit organizations and their employees in all fifty states. www.barnumfinancialgroup.com.
For further information please contact Patrick Connor, Public Relations Director, the Barnum Financial Group: pconnor1@barnumfg.com
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