David Dieal embodies BASH Capital’s planning philosophy through the implementation of comprehensive financial plans that align with his clients’ goals and objectives. With the uncertainty of the investment world, he will create unique strategic plans that will effectively work towards the accumulation and protection of his clients’ assets. David specializes in retirement, insurance, and financial planning services.
“I put our clients’ best interest first and strive to develop financial plans that mirror their goals. I am committed to fostering long term client relationships.”
Prior to joining the BASH Capital team, David, was the President of Ternberry Wealth Management, Executive Vice President of Pangea Wealth Management and served as a Client Relationship Administrator for the Vanguard Group where he worked directly with and manage some of Vanguard’s largest 401K plans. Having worked in various financial positions, David, has developed a unique perspective provided by more than 17 years of financial service experience where he has overseen various investment practices, processes, and technologies.
David attended Stockton University, graduating with a degree in Finance and a minor in Economics. His FINRA.org Series 7 and 66 securities registrations are held with LPL Financial, as well as insurance licensed in NJ, NY, PA, MI, and VA.