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David Mendels

David Mendels

Director of Planning Creative Financial Concepts, LLC

David Mendels, MBA, CFP teaches Retirement Planning and Employee Benefits in the CFP Certification Program for the School of Professional Studies. He is a past President of the Financial Planning Association of New York, past Chair of the National Advocacy Committee, past Director of the Estate Planning Council of New York, and currently serves as President of Beta Gamma Sigma Alumni in NYC. He has been been quoted in numerous publications and been interviewed on National, Local, and Cable News shows.

Past Courses

FP 5: Retirement Planning and Employee Benefits

Gain familiarity with personal and employee-sponsored retirement plans.