David R. Alter is the Chief Executive Officer of Planning Alliance. As second generation business owner, he has been employed in this industry since 1981 and is currently responsible for overseeing all aspects of the company’s core operations. In addition, he spends a significant amount of time in the field assisting advisers on complex estate and business planning cases. He has pioneered the development of proprietary estate and business planning techniques, and is a specialist in the use of financial modeling for business and insurance situations. David received his Bachelor of Science, Summa cum Laude from Boston University, with a concentration in accounting, and later received a Chartered Life Underwriter designation through the American College in Bryn Mawr, PA.
Registered Representative & Investment Advisor of Park Avenue Securities, General Agent of Guardian, CA insurance license #0B10849.