David K. Sebastian, CFP®

Financial Planner

David has more than thirty-six years of Wall Street experience as a chief investment officer, portfolio manager, institutional bond trader, and estate planning, benefits planning and retirement consultant.

As a Certified Financial Planner™ he has fulfilled the certification requirements of the CFP Board which represents a high level of competency, ethics and professionalism.  As a CFP professional he works with his clients interests in mind. Not all financial planners are CFP’s®.

David and his team of professionals at The Physicians Wealth Management Group (PWMG) specialize in working with individual physicians and group medical practices.  He has been continually named one of the "Best Financial Advisors for Physicians" by Medical Economics Magazine from November 2004 to the present.

Commitment to his clients’ needs and well-being is a primary motivation for David. He loves the daily challenges of his work and enjoys helping and spending time with his clients. Persistence, enthusiasm and a strong work ethic are additional attributes of his success.

David lives in Summit with his wife and three sons. When he is not in the office or meeting with clients, he commits his spare time to a variety of community service activities.

Phone (908) 608-9800