David Peltz, CFP®️️

David Peltz, CFP®️ is a Partner and Chief Executive Officer of the firm. David began his career at the firm in 2003 as an associate advisor and steadily ascended through the organization, developing a vast expertise in estate, tax, and investment planning. Alongside David’s ability to demystify complex financial circumstances and distill them into a clear and comprehensive path forward, he provides his clients with the fiduciary advice they trust and the candor they appreciate.

David’s clients – who range from corporate executives to business owners – have trusted his expertise for 20 years. In particular, David’s fluency with benefit plan analysis and maximizing the value of company stock awards, corporate benefits, and deferred compensation plans has been immensely valuable to his clients. Some of these underlying strategies include pre-IPO planning, gifting and charitable giving strategies, and utilization of trusts and other estate planning vehicles.

David has received recognition from Crain’s New York Business as a “Notable Leader in Finance” (2024),  Forbes “Best-In-State Wealth Advisors” ranking for NYC (2023-2024) and was ranked in the top ten of the “100 RIAs to Watch” list for AdvisorHub (2023).

David received his BS in Finance from Hofstra University and a Certificate in Financial Planning from NYU. He holds the Certified Financial Planner (CFP®️) designation and is an active member of the Financial Planning Association (FPA). He is also a board member of The Possibility Project, a strong example of embodying JICO philanthropic values and giving back to the community.

David lives in Westchester County with his wife and two children. When not with his family, David can be found with club-in-hand enjoying a day on the links.

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