David L. Spiegel,  CFP<sup>&reg;</sup> - Financial Advisor

David L. Spiegel, CFP®

Financial Consultant

Lantern Wealth

75 Fisher Rd
Mahwah, NJ 07430-1565
(516) 521-7599

General

David Spiegel is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Lantern Wealth in Mahwah, NJ and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 63, 65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Insurance Licenses

  • Life insurance
  • Health/disability insurance
  • Variable annuities

Financial Advisor's Specialties

Estate Planning, Investment Management, Employee Benefits, Insurance, Retirement

More

Helpful Financial Planning Resources