Get to Know David:
What do you love most about being part of Personal Wealth Strategies?
When I founded Personal Wealth Strategies, I wanted to establish a place where clients could go to get independent, objective advice regarding their finances. At Personal Wealth Strategies we work for our clients, and only our clients. I love the idea that we are always free to make the best decisions for our clients.
Why do you do what you do?
I have a passion for helping people. Finance is just the tool I use. I enjoy when a couple comes to the office stuck in a difficult situation and we are able to put together a plan to achieve their goal. Its not always easy, but when the work is done, I know they are so much better off for having walked in our doors.
What is the most influential passage you've ever read?
In summing up a passage by Aristotle, Will Durant wrote, “We are what we repeatedly do. Excellence, then is not an act but a habit.” I have always prided myself on delivering a superior experience for my clients, making sure to handle every task effectively and efficiently. Nothing is left to chance. Excellence is a very high standard.
Personal Wealth Strategies was founded by David Bailin in 1996 to help successful individuals and their families accumulate and preserve wealth. The focus of the financial practice has been providing advice to clients and assisting them in making smart decisions about their money. He is a student of financial research and his investment strategies are grounded in the Nobel prize-winning principles of Modern Portfolio Theory.
David is a graduate of Lehigh University in Bethlehem, PA. During his career David has earned the Accredited Investment Fiduciary (AIF®), Chartered Financial Consultant (ChFC)® and Chartered Life Underwriter (CLU)® designations. He has also earned the Certification in Long Term Care (CLTC)®. David is a member of the Million Dollar Round Table** and the Top of the Table, representing the top 1% of financial professionals in the world.
Over the years David has spoken on Finance and Employment issues at Rutgers University, McGuire Air Force Base, and the New Jersey Department of Labor. He has also been a featured speaker at the Small Business Week Conference sponsored by the City of Trenton. David has been interviewed on radio station WCTC’s You and Your Money, and in local and national periodicals including WealthManagement.com, The Home News, The Asbury Park Press and Advisor Today magazine.
David and his wife Nancy have been married for 33 years. They live in Chesterfield, N.J. Their son, Arthur, is a 3rd year law student at the University of Georgia. David and Nancy are Founding Members of the Brother Kevin M. Dalmasse, FSC Forum Fund to support the Speech and Debate Program of LaSalle College High School in Wyndmoor, Pa.
Qualifying membership in the Million Dollar Round Table (MDRT) is based on minimum sales production requirements and gross business generated within a year. Each MDRT status designation is granted for one year only. All members must apply every year to continue their affiliation with the Million Dollar Round Table.