OUR TEAM
David Niles
38 Years of Experience
Interests
I enjoy spending time with my wife of 45 years, my two children and my three grandchildren.
My hobbies include golf, fishing, travel, and landscaping.
I am also passionate about community service, coaching, sports, music, investing, and our new era of artificial intelligence.
Community Participation
Past member of the Matawan Rotary Club for one year, having previously served in the Matawan Rotary for 23 years as a member and president.
Education
- Brookdale Community College, Bachelor in Business Administration, 1984
Areas of Focus
- Investments
- Asset Allocation
- Retirement Planning
Qualifications
CFP® CERTIFIED FINANCIAL PLANNER™ practitioner
The CERTIFIED FINANCIAL PLANNER™ certification is recognized as a standard of excellence for personal financial planning. CFP® certification requires meeting experience and ethics requirements, successfully completing financial planning course work and passing the certification examination covering the following topics: financial planning principles, employee benefits planning, investment planning, income tax planning, and retirement and estate planning.
David Niles is a financial advisor with, and Securities and Advisory services offered through LPL Financial, a registered investment advisor. Member FINRA / SIPC.
The LPL Financial representative associated with this website may discuss and/or transact securities business only with residents of the following states:AZ, CA, CO, CT, DE, DC, FL, GA, ID, IL, IN, IA, MD, MA, MI, MN, MO, NH, NJ, NY, NC, OH, PA, RI, SC, TN, TX, UT, VA, VI, WA.
