Registered Representative | Retirement Income Certified Professional
Responsive And Timely
David is responsive to market conditions, providing important AND timely guidance to help you build your wealth & security.
Virtual Or In-Person Appointments, Whatever Your Preference
Depending on your location, appointments in the Tri-State Area can be in-person or virtual.
David is also licensed in DE, CA, and AZ.
30+ Years Of Experience
With over 30 years of experience in Financial Services, David Slater is well-versed in all aspects of Retirement Planning in addition to being RICP® certified.
FINANCIAL SERVICES EXACTLY THE WAY THEY SHOULD BE:
No Proprietary Products + No Minimum Production Requirements
There's no pressure on our team to sell certain financial products or securities. We also have no sales quotas or minimums, allowing us to have only your best interests in mind, not ours.
Stocks & Bonds
Stocks and bonds are two of the most common types of investments. Stocks represent an ownership stake in a company. Bonds are debt.
Options
Options are financial contracts that give the buyer the right to buy or sell the underlying asset at a stated price within a specified period.
Mutual Funds
A mutual fund is a type of financial product that's made up of a pool of money collected from many investors to invest in securities like stocks or bonds.
CDs
A certificate of deposit (CD) is a savings account that holds a fixed amount of money for a fixed period of time, earning a fixed amount of interest..
Annuities
An annuity is a long-term investment issued by an insurance company. Annuities are designed to help protect you from the risk of outliving your income.
Municipal Bonds
Municipal bonds are debt securities issued by states, cities, counties & other governmental entities to fund day-to-day obligations and capital projects such as building schools or highways.
Insurance
Insurance is a contract (policy) in which an individual or entity receives financial protection or reimbursement against losses from an insurance company.
And More!
Ask us about these and any other financial investment products. We'd be happy to help you navigate the markets and diversify your investment instruments.
MEET DAVID SLATER, MBA, RICP®
A Truly Expert Retirement Specialist. Plus, He's An Amazing Neighbor.
David is highly experienced in Retirement Planning, with over 30 years of experience in Financial Services. Additionally, David is also very connected to his community.
DAVID N. SLATER, MBA, RICP®
CA License #0K59220
REGISTERED REPRESENTATIVE | RETIREMENT INCOME CERTIFIED PROFESSIONAL®
Over 30 years of experience in Financial Services has well prepared David to guide his clients to meet their financial goals today while preparing for their financial future.
David is a compassionate, hardworking, problem solver who loves helping clients organize their financial worlds for today while preparing them for their future.
He is a Series 7 designated Registered Representative with Chelsea Financial Services and holds a Retirement Income Certified Professional (RICP®) certification through The American College. David specializes in utilizing life, annuity, and investment products to solve his clients’ retirement income and protection needs. Beyond his retirement income focus, David is the co-founder and Director of Finance of The College Benefits Research Group. This full service, fee-based organization in Cedar Knolls NJ, works with High School students and their families to find the right academic, social, and financial fit colleges and then works with them on how to pay for their educations without going broke. David is a multiple “Top of the Table“ Life insurance producer with more than 30 years of investment experience. David is married to Lisa, his wife of 28 years, and they have two daughters, Veronica and Shana.
David earned his BS in Economics from Rutgers in 1986 and his MBA in Finance and Management Information Systems in 1988.
DAVID SLATER
WATCH NOW
D Slater Solutions PRESENTS "The Stages Of Life"
Find out how our client-focused "No Minimum Production Requirements" and "No Proprietary Products" policies benefit our Clients.
WATCH NOW
Navigating Retirement Planning:
The Bad, The Better, The Even Better
Retirement planning is not easy, especially when inflation is eating away at your retirement savings. It takes a dedicated financial plan and consistent retooling to ensure that you meet your retirement goals. In this video, we explore how to mitigate the impact of inflation on your plan, along with tips to increase your retirement savings, plan for unexpected expenses, and more!
EXPERIENCE IS IMPORTANT, BUT...
The Key Is Strategy
STRATEGY is the key to applying knowledge and experience in the correct ways and at the correct times in your journey to make your money work as hard as it can for you: Whatever your goals, we can help you reach them. Do you want to build wealth? Increase your financial security for retirement? Or do you want to adequately plan financially for your children's education?
Targeting every single aspect of your portfolio of investments is the best strategy to help you meet your short- and long-term financial goals.
DAVID N. SLATER, MBA, RICP®
CA License #0K59220
Registered Representative | Retirement Income Certified Professional®
call to inquire or for a free consultation:
Assets Managed By Hilltop Securities, Our Clearing Partner
Chelsea Advisors And Registered Representatives
Years Of Service
States & Territories
ABOUT CHELSEA FINANCIAL SERVICES
Trusted by thousands of clients & Licensed in 51 U.s. States & Territories
Chelsea Financial Services is a national independent Broker/Dealer, established in New York City over 23 years ago, licensed to offer securities and insurance products. We are a member of both FINRA (Financial Industry Regulatory Authority), SIPC (the Securities Investor Protection Company) and MSRB (Municipal Securities Rulemaking Board. Clearing is handled through Hilltop Securities, a diversified investment bank with a long and successful history, dating back to 1946.
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