David Poupard

David Poupard

Wealth Management Advisor Retirement Plan Specialist

David has over 10 years of Wealth Management experience and specializes in corporate retirement plans for small and medium size businesses.  He works with various plan types including but not limited to 401(k)s, Simple IRAs, SEP IRAs, Profit Sharing Plans, Safe Harbor Plans, and Defined Benefit Plans.  He advises on 3(16) administrative fiduciary responsibilities, 3(21) investment management responsibilities, and 3(38) investment fiduciary responsibilities Through a consultative process, he advises business owners regarding plan design, carrier selection and expense management. He also advises them on health benefits, additional tax deferral benefits, and wellness programs.

David holds series 7, 66 & 4, as well as Life and Health insurance licenses. He received his MBA in Management and International Finance from the Seton Hall Stillman School of Business.  He received his undergraduate degree in Political Science and Economics from the University of Delaware.  While at Delaware he played on the men's lacrosse team where he was a six-time recipient of the Blue Hen award.  He resides in Rumson, NJ with his wife, Lucy, and two daughters, Ava and Julianna, and enjoys coaching lacrosse in the community and making wine.

Phone 732-758-9300 Ext 201
Fax 732-576-4512