David Ratzker
Vice President Wealth Management Advisor at TIAA | New York City Metropolitan Area
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David Ratzker is a seasoned Vice President Wealth Management Advisor at TIAA, where he leverages over 15 years of extensive experience in the finance industry to empower nonprofit professionals and their families. His passion for financial advisory stems from his commitment to serving a sector that plays a crucial role in society. At TIAA, David specializes in developing personalized financial strategies that align with the unique goals and values of his clients. He understands the complexities of nonprofit financial management and is adept at navigating the intricacies of retirement planning, wealth preservation, and multi-generational planning.
In his current role, David leads key projects that focus on creating comprehensive investment strategies tailored to the specific needs of his clients. He emphasizes the importance of risk management, ensuring that each financial plan not only aims for growth but also safeguards against potential pitfalls. His expertise in wealth management allows him to guide clients through the often-overwhelming landscape of financial decisions, helping them to build a secure future for themselves and their loved ones.
David’s approach is characterized by a deep understanding of the unique challenges faced by nonprofit professionals, including fluctuating income streams and the need for sustainable financial practices. By fostering long-term relationships built on trust and transparency, he empowers his clients to make informed decisions that align with their financial aspirations. Through his dedication and expertise, David Ratzker continues to make a significant impact in the lives of those he serves, ensuring they are well-prepared for a financially secure future.
Vice President Wealth Management Advisor at TIAA in February 2022 to Present
Wealth Management Advisor at TIAA in January 2017 to February 2022
Company Owner at Zounds of North New Jersey in September 2013 to December 2016
Portfolio Manager at Haverstock Fund in May 2009 to December 2012
Associate Managing Director at Yorkville Advisors in January 2003 to May 2009
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Retirement Planning
Wealth Preservation Planning
Multi-generational Planning
Investment Strategies
Risk Management
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Discover more about TIAAWhat is David Ratzker email address?
Email David Ratzker at [email protected] and [email protected]. This email is the most updated David Ratzker email found in 2026.
How to contact David Ratzker?
To contact David Ratzker send an email to [email protected] or [email protected].
What company does David Ratzker work for?
David Ratzker works for TIAA
What is David Ratzker's role at TIAA?
David Ratzker is Vice President Wealth Management Advisor
What is David Ratzker's Phone Number?
David Ratzker's phone (212) ***-*708
What industry does David Ratzker work in?
David Ratzker works in the Financial Services industry.
David Ratzker Email Addresses
David Ratzker Phone Numbers
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