David Selenko, JD

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My purpose is to provide financial advice and help achieve long-term goals by guiding my clients along a financial roadmap. Whether as a resource, a personal educator, a team member working with the client’s attorney and accountant and/or an objective listener, my ultimate objective is to help clients reach their financial goals with flexible and personalized plans fit for their individual needs. 

Like the story of the Tortoise and the Hare, success in building one’s financial future does not happen overnight. It transpires over time with a partnership between clients and advisors. It takes understanding clients’ goals, emotions and family dynamic, with an ability by the advisor to be nimble to transition when personal and/or economic changes occur.  It is this personal, face-to-face interaction, which technology does not afford, that helps foster a strong relationship between the two.

After graduating undergrad from Rutgers University and post-graduate from Brooklyn Law School, I started my career as a Trust and Estate attorney.  I moved into the corporate side of my career at Smith Barney, building my Estate Planning practice and then at Wachovia Wealth Management focusing on providing estate, business and investment planning solutions for clients of bankers and financial advisors. From there, I went to Morgan Stanley as a Financial Advisor providing investment and planning advice for my clients. After leaving Morgan Stanley, I moved to Creative Financial Strategies where I worked as a Financial Advisor and focused on wealth protection and planning for my clients. Through my transition from my internal corporate position to a direct client facing role, I realized I enjoy personal interaction with people and helping them make their goals a reality. My latest move, which I intend as the last of my career, is predicated on our team’s ability to grow our own organization with a system and culture that places our clients’ needs and goals at the forefront.

I currently live in Jackson, NJ with my wife, Dayna, and 2 kids, Julia and Max. While living in Jackson, I coached Little League and Rec Basketball for 10 years. When I am not helping clients, I enjoy spending time with my family, volunteering at Marty’s Place Senior Dog Sanctuary in Upper Freehold, NJ and at a holiday Soup Kitchen in Point Pleasant, NJ and watching my beloved New York Rangers.