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portrait of Dave Debreceni
FINANCIAL ADVISOR

Dave Debreceni

CFP®, ChFC®, CPWA®
141 Tuckahoe Rd Ste 440, Sewell, NJ 08080opens in a new window
Accepting New Clients
Serving clients with $250,000
CallSend Me a Message

About Dave

With over 20 years of experience in the financial industry, I focus in helping serious, long-term-focused individuals and families navigate the complexities of wealth strategies. My focus spans wealth strategies, estate considerations, tax-advantaged strategies, investment management, and retirement and income planning. As a CERTIFIED FINANCIAL PLANNER® (CFP®), Certified Private Wealth Advisor® (CPWA®), and Chartered Financial Consultant® (ChFC®) professional, I strive to address the multifaceted needs of high net worth clients.

I became a financial advisor to assist those who are too busy or unsure of how to make their assets work for them. My mission is to be the trusted confidant...

Focus Areas

  • Portfolio Reviews
  • Retirement Savings Strategies
  • Insurance & Annuities
  • Retirement Income Strategies
  • Wealth Strategies
  • Estate & Legacy Strategies

Work History

  • Edward JonesJanuary 2020 to Current

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

  • ChFC®

    Chartered Financial Consultant®

  • CPWA®

    Certified Private Wealth Advisor®

Education

  • Stevens Institute of TechMasters
  • Rutgers School of BusinessBachelor of Science

Personal Interests

  • Spending Time with Family
  • Traveling
  • Golfing
  • Volunteering

Team Members

  • Irene Link
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 09:00AM - 04:30PM
Tue 09:00AM - 04:30PM
Wed 09:00AM - 04:30PM
Thu 09:00AM - 04:30PM
Fri 09:00AM - 04:30PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Web Conferencing

Phone

(856) 516-8084

Fax

(855) 284-3528

Office Address

141 Tuckahoe Rd Ste 440
Sewell, NJ 08080opens in a new window

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