David Wren, CFP ® , started his financial career at Morgan Stanley in 1992 before moving onto Smith Barney. In 2006, with Fillip Gershon, David started Safe Harbor Financial, LLC. This lifelong dream has been a huge success in being able to deliver the process David feels is paramount in managing a client’s financial future. The planning process is the tool that provides the efficiency of Wealth Creation, Preservation and Transfer.
David graduated Rutgers University with a degree in Economics and was recognized as a Distinguished Military Graduate. He was able to master planning principles while serving as an Officer in the United States Army (Ranger) from 1987 thru 1992. Just as planning was the key to any successful mission, a well thought out financial plan is the key to financial success.
David has provided opinion and commentary in publications such as Registered Rep Magazine. He is frequently asked to lecture on financial planning and risk management for various organizations and companies.
David has been involved locally as an elected official with the Wall Board of Education. He resides in Spring Lake, NJ with his wife Maureen and children Erin and Kerry.
Securities Registrations and Insurance Licenses:
- Series 7, 8, 24, 63, 65 and 31
- Life and Health Insurance
Certified Financial Planner TM
Investment Advisor Representative at Cetera Advisors, LLC