David Schluer is a distinguished figure in the financial industry with over 50 years of experience in developing portfolio strategies and managing investment portfolios for institutional, corporate, and private clients. His career began with significant roles including Executive Director at CIBC Oppenheimer and Senior Vice President and Chief Investment Officer of Beneficial Corporation’s Insurance Group.
In 2000, David co-founded Net Worth Management Group and has since served as its President and Chief Investment Officer. Under his leadership, Net Worth Management Group has grown to become a respected and trusted name in the industry.
In 2024, Net Worth Management Group merged with The Falcon Financial Group, LLC, bringing together over a century of financial expertise. David will harness the combined resources and knowledge of both firms to continue delivering portfolio management, retirement planning, and comprehensive financial insights to his clients and the broader firm.
David is a graduate of Ohio State University, holding both a Bachelor of Science (BS) and a Master of Business Administration (MBA) degree. His academic focus was on finance, economics, and investments. He has also served as the president of the Columbus Financial Analysts Society and has participated in numerous investment seminars and advanced learning programs.
David possesses a remarkable range of professional licenses and certifications, highlighting his extensive expertise and dedication to the financial sector. In addition to these credentials, he has received numerous industry awards that recognize his outstanding contributions and excellence in the field.
David resides in Long Valley, NJ, with his wife Karin and their English Cocker Spaniel, "Gibbs," who is an AKC Bronze Grand Champion and a Westminster Award of Merit winner.
The Falcon Financial Group, LLC is not a registered investment advisor and is not owned or operated by Equitable Advisors or Equitable Network.
Securities and investment advisory services offered through Equitable Advisors, LLC (NY,NY 212-314-4600), member FINRA/SIPC(Equitable Financial Advisors in MI & TN). Annuity and insurance products offered through Equitable Network, LLC and its insurance agency subsidiaries. Equitable Network, LLC does business in California as Equitable Network Insurance Agency of California, LLC, in Utah as Equitable Network Insurance Agency of Utah, LLC, and in Puerto Rico as Equitable Network of Puerto Rico, Inc. Equitable Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.