portrait of Dave Behar

About Dave

Trust, Transparency and Communication.

Throughout my personal and business life, I've found that trust, transparency and communication are key in any relationship. This is never more evident than in the relationship between a financial advisor and their client, which is why my financial advising practice is built on these three tenets.

I became a financial advisor because I have a passion for all aspects of math and finance along with a passion for sharing information and teaching others. That is why I've spent the last 30 years either in various financial roles for Fortune 500 Companies, including accounting, financial forecasting, auditing and...

Focus Areas

  • Wealth Strategies
  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Estate & Legacy Strategies
  • Portfolio Reviews
  • Divorce Finances

Work History

  • Edward JonesDecember 2017 to Current

Education

  • St Francis CollegeBachelor of Science

Personal Interests

  • Football
  • Camping
  • Health & Nutrition
  • Volunteering
  • Cooking

Team Members

  • Denise Masi
    Sr. Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 05:00PM
Tue 08:30AM - 05:00PM
Wed 08:30AM - 05:00PM
Thu 08:30AM - 05:00PM
Fri 08:30AM - 05:00PM
Sat By Appointment Only
Sun Closed

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