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January 27, 2012 @ 06:11 PM

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Axa Advisor

David Birns
Lake Success, NY

By joining AXA-Equitable in 1988, David Birns continues an AXA-Equitable dynasty created by his family that already spans a 50-year period.  Being the fourth generation growing up "in the business" David understands how important clients were to his grandfather, dad and brothers and has adhered to that doctrine as he's built his business over the years.

After spending three years on the corporate side of AXA-Equitable, David decided that building his own business and helping people work toward reaching their financial goals was what he wanted to do with his career.  Specializing in meeting the needs of small business owners, professionals and corporate executives, David works with his clients to understand their short and long-term needs and then brings the right mix of products and services to help them meet those objectives.  David takes pride in the fact that he has developed long-term relationships with his clients that have spanned from one generation to the other.

Active in his community, David and his wife Ronit are very involved with the National Multiple Sclerosis Society where the couple was honored with a leadership award in 2005 for their fundraising efforts.  He is a graduate of George Washington University with a bachelor's degree in Finance.  The recipient of many company awards and accolades, David currently is a branch representative in the National Associates Forum, an organization representing the 6,000 AXA associates across the country.  Additionally, David is a member of The Sterling Group, a select group of financial professionals who are distinguished for achieving a high standard of experience and service.

A true Long Islander, David is a native of Syosset and settled in Plainview with his wife, Ronit and their two children, Jason and Emily.

Newsletters

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Although most Americans seem to understand that investment involves risk, there is a wide spectrum in how much risk each investor is willing to assume. Among the factors to consider are comfort level, time horizon, and net worth. This article helps investors to consider their appropriate level of risk.

Another Year, Another AMT Patch

The 2010 Tax Relief Act adjusted AMT exemption levels for 2010 and 2011 to help prevent an estimated 21 million middle-income taxpayers from being subject to the alternative minimum tax. Will Congress enact another patch for 2012?

Leaving Your Home Out of the Retirement Equation

Plummeting home prices and increased borrowing cut U.S. home equity by more than 60% during the Great Recession — and housing prices have not yet recovered. This article considers the potential drawbacks of depending on home equity to help fund retirement.

HOT TOPIC: Current Economic Conditions and the Prospect for Inflation

Inflation jumped up to 3.2% in April. That’s still below the 50-year average but it may be little consolation for anyone who has been to a gas station or a grocery store recently.

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