Summary

From his early days at Boston University majoring in Financial Planning to his present job as Senior Partner at Assured Concepts Group, Ltd., David W. Schlossberg has consistently proven that genuine hard work and trustworthiness in all aspects of one’s job can unfailingly assure one of a rewarding career. With 31 solid years of being Senior Partner, David has largely contributed to the great reputation and expanding client base of the company, primarily serving business owners and professionals in many areas of financial planning.  He is also Vice President of BenAssured, a joint venture of Benico, Ltd. and Assured Concepts Group, LLC. The Center for Fiduciary Studies had conferred to David Schlossberg an Accredited Investment Fiduciary (AIF) designation, while the International Association of Registered Financial Consultants (IAFRC) had given him a Registered Financial Consultant (RFC) designation, proof positive that he has very capably met the standards of the two accrediting bodies as a financial and investment planning professional of good standing. Aside from being a Certified Estate Planner and a Certified Estate Planning Professional, David is also a Registered Representative and Financial Advisor who can very outstandingly offer or provide securities through Financial Services International Corporation (FSIC). Lecturing on a regular basis on financial matters at colleges and universities, David W. Schlossberg has also been a featured guest speaker at business trade group and professional association meetings. Truly, a wealth management professional as Mr. Schlossberg is a sterling example of talent and intelligence working together to promote financial and investment securities to clients who rely on him for sound financial securities advice.

Work History

Work History

Financial Consultant

Assured Concepts Group

Education

Education

Financial Planning

Boston University

Financial Planning

Boston University