David Umbria

About David:

David first entered the Financial Services industry in 2001 as a Mortgage Professional for a leading lending institution with a focus on helping people realize their dream of homeownership. During that time, David discovered his own passion for helping people make smart financial decisions and endeavored to broaden the scope of work and value he could provide to his clients. In 2004, David obtained his Life, Accident and Health Insurance licenses and continued his quest to educate people in how to make smart financial decisions. Rounding out his knowledge, experience and capability to better serve his clients, David then went on to obtain his Property and Casualty Insurance licenses and quickly became proficient in both Personal and Commercial Lines of insurance. By harnessing and leveraging his real world experience and working knowledge of financial products and strategies in multiple areas David has truly become the “Consummate Financial Professional” and continues to help his clients make smart insurance and financial decisions to help reach all their goals.

 

Having been moved to Staten Island, NY as a young boy David is originally from Brooklyn, NY and currently resides with his wife Lori in Old Bridge, NJ. David enjoys hunting, fishing and being outdoors. David is active in his church, with charitable work and within the Foster & Adoptive Parent community.

 

David joined Strategies for Wealth because of their shared beliefs in good financial stewardship, creating value for the client and putting the client’s needs before their own. Having this alignment in purpose and philosophy ensures that from the moment of inception David’s clients will receive and become part of world class service.

 

David’s mission… “To help people plan for a sound financial future while protecting themselves and their loved ones for the present, through insurance.”

 

URL
http://strategiesforwealth.com/associates/david-umbria/

Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. Strategies for Wealth is not an affiliate or subsidiary of Guardian.