David Wexler, CLU, ChFC, AEP®
David is a recognized technical authority on insurance planning for personal financial security, business succession plans, qualified and non-qualified retirement plans, estate and divorce planning. He has served as an expert witness in two trials, and has been a main platform speaker numerous times for CPA firm continuing education sessions, CPA association continuing education sessions and M Financial Group marketing meetings. David has been a guest lecturer at the George Washington School of Law and the Georgetown University Law Center LLM program on the use of life insurance in estate planning. He has published numerous articles in industry and trade journals.
David has been featured several times in Washingtonian Magazine as part of an article titled “They Know Money” which identifies top financial experts. He has also been selected multiple times as a Top Financial Professional in Northern Virginia Magazine.
David is a member of the exclusive Association of Advanced Life Underwriting (AALU), the National Association of Insurance and Financial Advisors, the American Society of Financial Services Professionals, and the Washington, D.C. Estate Planning Council. He is an AALU Ambassador, served as vice chair of the Ambassador Program and chaired the Wealth Transfer Committee. He is a past president of the Washington, D.C. Estate Planning Council, served as chairman of the Estate Journal Club of the Suburban Hospital Foundation and a Trustee and Finance Chair of the Suburban Hospital Foundation. He was as a member of the M Financial Group Member Firm Relations Committee and currently serves as a Foundation Trustee of the Jewish Federation of Greater Washington.
David has a BS in psychology from the University of Denver. He received his CLU and ChFC designations from The American College, has certificated in Personal Insurance Planning and Business Insurance Planning from the Life Underwriters Training Council and received the Accredited Estate Planner (AEP) ® from the National Association of Estate Planning Councils.
David is married to Marge, has one son, two step daughters and three grandchildren. Some of his hobbies include, travel, golf, wine, cooking, and collecting shells. Most notable, David has sung the National Anthem at the Washington Nationals Baseball game as member of the Singing Capital Chorus.