David Gottlieb is part of the EisnerAmper Wealth Management & Corporate Benefits’ team as a Wealth Advisor. David has been an experienced Financial Planning expert since 2005. He has a strong foundation of wealth management including investment operations, investment management and overall financial planning. In addition, David is part of EisnerAmper Wealth Management’s Real Estate Wealth Strategies group. With a focus in assisting real estate owners and family offices in managing their wealth around their large assets in real estate and seeking increased efficiency of their wealth. David’s background in tax and accounting adds additional value to his relationships with a very well rounded and value-based approach to solving their financial life needs. Throughout his career, David has worked with clients ranging widely in age, profession, investment experience, and wealth level. Leveraging the personnel, technology, and intellectual capital surrounding him, David is able to provide planning, and guidance to a variety of financial complexities and life cycle events.

David is part of the collaborative process working with EisnerAmper’s Private Client Services group utilizing the Wealth Management division’s Advocacy Process. Prior to joining EisnerAmper, David worked as a Financial Advisor with Ameriprise Financial and Morgan Stanley. David holds a Masters and Bachelors of Science in Accounting from Syracuse University’s Whitman School of Management. He is a Certified Retirement Plans Specialist and an Accredited Portfolio Management Analyst.

David spends his free time with his wife, daughter, and son.

Check the background of this financial professional on FINRA’s BrokerCheck.

Please Note: EisnerAmper Wealth Management & Corporate Benefits, LLC and its employees do not serve in the capacity of an attorney or accountant. EisnerAmper Wealth Management does not prepare estate planning documents or tax returns.

Degrees & licensing

  • MS –Accounting
  • Bachelors – Accounting
  • Certified Retirement Plans Specialist
  • Accredited Portfolio Management
    Analyst (APMA)
  • Securities Licenses; 7, 31, 63, 65
  • Life Insurance
  • Health Insurance

Areas of Specialization

  • Wealth Planning for Real Estate Owners
  • Planning for Families with Special Needs
  • Planning for Young Families