David Gordon

David I. Gordon, JD, CEBS, CFP

Shareholder & Director, Employee Benefit Services
David has degrees from Syracuse University and the University of Pittsburgh School of Law. His extensive experience provides clients with valuable insights into pension and employee benefits planning. He also advises clients on various income and estate planning and compliance issues.

Areas of Expertise
  • Employee benefits and pension plan consulting
  • Estate and income tax planning and consulting
  • Retirement planning
  • Tax compliance
  • Syracuse University, B.S., Accounting
  • University of Pittsburgh School of Law, J.D.