David Sayfie, MBA focuses on helping clients with retirement planning, wealth management and income distribution issues. Helping many clients with 401(k) rollovers in the Grand Rapids area. David is a member of the Paramount Planning Group, a Division of Equitable Advisors. The Paramount Planning Group (PPG) is comprised of distinguished, innovative and respected financial professionals associated with Equitable Advisors. David has been with Equitable Advisors since 2003 and is part of an elite practice, The Snow Retirement Group, where associates average over 20 years of industry experience.
Previously, he spent over 15 years in corporate strategy and international marketing with industry leading corporations in consumer goods, automotive and financial services. He is also an adjunct professor at Aquinas College and has lectured at other area colleges and universities. He is a former Board Member of the West Michigan Better Business Bureau, is active in the West Michigan American Marketing Association, Aquinas College Corporate Partners program and attends other local business association events. He actively helps corporate employees with career networking. David enjoys spending time with family, traveling, coaching and mentoring young and old. He lives in Grand Rapids with his wife and three children.
Securities
and investment advisory services
offered through Equitable Advisors, LLC (NY,NY
212-314-4600), member
FINRA/SIPC(Equitable Financial Advisors in MI & TN). Annuity and insurance products offered through Equitable Network, LLC and its insurance agency subsidiaries. Equitable Network, LLC does business in California as Equitable Network Insurance Agency of California, LLC, in Utah
as Equitable Network Insurance Agency of Utah, LLC, and in Puerto Rico as Equitable Network of Puerto Rico, Inc. Equitable Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.