ROTARY CLUB #27108 CHARTERED APRIL 15, 1990

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  • Dave Muela "The Family Loveletter"

Dave Muela "The Family Loveletter"

  • 09/21/2011
  • 12:00 PM - 1:30 PM
  • Hayfields Country Club

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As a Financial Consultant, at AXA Advisors, LLC, Dave Muela, CFP® is dedicated to providing clients with both the professional and individual attention necessary to help achieve their financial needs as well as ongoing service as their needs change.

Mr. Muela works closely with individuals, business owners and professionals to help them identify their financial needs and develop the most appropriate strategies to meet their objectives.  Through asset accumulation and financial protection products such as investments, annuities, and life insurance, he helps clients obtain financial stability and security for their families and businesses.  Mr. Muela specializes in retirement and investment income planning, as well as integrated life insurance planning.  Dave also works closely with executives and business owners to develop comprehensive defined benefit programs, such as executive bonuses and deferred compensation programs.  In addition, Mr. Muela's practice also focuses heavily on trusts and estate planning.

Mr. Muela holds a Bachelor of Science degree in Marketing form York College of Pennsylvania as well as an Associate in Specialized Business Accounting from Yorktowne Business Institute.  Active in the community, Mr. Muela is a member of the Hanover Area Family YMCA Finance Committee Board of Directors and is a member of the Hanover Rotary Club.

Mr. Muela is a Certified Financial Planner and has also been awarded the title of Retirement Planning Specialist by AXA Advisors based on the receipt of a Wharton Certificate in Retirement Planning.

 

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