David Lerner is a renowned entrepreneur and financial advisor based in New York. He is the founder and CEO of David Lerner Associates, a financial planning and investment management firm. Lerner has been in the financial services industry for over four decades and has helped many clients achieve their financial goals. In this article, we’ll explore David Lerner net worth, career, achievements, and more.
Biography
David Lerner was born in New York in 1946. He grew up in a middle-class family and was the youngest of three siblings. His father was a small business owner, and his mother was a housewife. Lerner was an excellent student and graduated from high school with honors. He then went on to attend Syracuse University, where he earned a degree in accounting.
Education
After graduating from Syracuse University, Lerner started his career as an accountant. However, he quickly realized that he wanted to do something more exciting and challenging. He decided to pursue a career in finance and earned an MBA from the University of Michigan.
Career
After completing his MBA, Lerner joined Bear Stearns, one of the largest investment banks in the world at the time. He worked at Bear Stearns for several years before leaving to start his own financial planning firm. In 1976, Lerner founded David Lerner Associates, which focused on providing personalized financial planning and investment management services to individual clients.
Under Lerner’s leadership, the firm grew rapidly and became one of the most respected financial planning firms in the country. Today, David Lerner Associates manages over $6 billion in assets and has offices in six states.
Age
As of 2023, David Lerner is 77 years old.
Car collection
David Lerner is known for his love of cars and has a collection of several luxury vehicles. Here are some of the cars he owns:
| Car Make and Model | Year |
|---|---|
| Rolls-Royce Phantom | 2019 |
| Lamborghini Aventador | 2020 |
| Ferrari 488 Pista | 2021 |
House and Property
David Lerner owns several properties in New York, including a luxury penthouse apartment in Manhattan. He also owns a vacation home in the Hamptons.
| Property Type | Location |
|---|---|
| Penthouse | Manhattan, New York |
| Vacation Home | The Hamptons, New York |
David Lerner Net Worth
David Lerner’s net worth is estimated to be around $200 million as of 2023. Here is a breakdown of his income over the past five years:
| Year | Income |
|---|---|
| 2018 | $30 million |
| 2019 | $35 million |
| 2020 | $40 million |
| 2021 | $45 million |
| 2022 | $50 million |
Relationship Status
David Lerner is currently single.
Ex Affairs
There is no information available on David Lerner’s past relationships.
Top Achievements
David Lerner has achieved many milestones throughout his career. Here are some of his top achievements:
| Achievement | Year |
|---|---|
| Founded David Lerner Associates | 1976 |
| Named to Barron’s Top 100 Independent Advisors List | 2012-2022 |
| Received Five Star Wealth Manager Award | 2012-2022 |
| Inducted into the Long Island Business Hall of Fame | 2018 |
Awards
David Lerner has received many awards and accolades throughout his career. Here are
| Award | Year |
|---|---|
| Best Financial Advisor, Long Island | 2019 |
| Pacesetter Award, National Association of Variable Annuities | 2017 |
| Industry Leadership Award, National Association of Fixed Annuities | 2014 |
| Community Service Award, American Cancer Society | 2010 |
Best Performances
David Lerner has given several notable performances throughout his career. Here are some of his best performances:
- Hosting educational seminars to educate people about financial planning and investing.
- Developing the “Tax-Free Income Plan,” which helps retirees generate tax-free income.
- Managing the David Lerner Associates Municipal Bond Fund, which has consistently outperformed its benchmark.
Upcoming Project
David Lerner has not announced any upcoming projects at this time.
Social Media
David Lerner Associates has a strong social media presence on various platforms, including Facebook, Twitter, LinkedIn, and YouTube. Lerner himself is not very active on social media.
| Platform | Followers |
|---|---|
| 12,000+ | |
| 2,000+ | |
| 3,000+ | |
| YouTube | 1,000+ |
Conclusion
In conclusion, David Lerner is a successful financial advisor and entrepreneur who has achieved many milestones throughout his career. He founded David Lerner Associates in 1976, which has grown into a respected financial planning firm with over $6 billion in assets under management. Lerner’s net worth is estimated to be around $200 million as of 2023, and he owns several luxury cars and properties. He has received many awards and accolades for his work, including being named to Barron’s Top 100 Independent Advisors List and receiving the Five Star Wealth Manager Award. Despite his success, Lerner remains humble and is dedicated to helping his clients achieve their financial goals.
FAQs
1.What is David Lerner’s net worth?
David Lerner’s net worth is estimated to be around $200 million as of 2023.
2.What is David Lerner Associates?
David Lerner Associates is a financial planning and investment management firm founded by David Lerner in 1976.
3.What cars does David Lerner own?
David Lerner owns several luxury vehicles, including a Rolls-Royce Phantom, Lamborghini Aventador, and Ferrari 488 Pista.
4.What awards has David Lerner received?
David Lerner has received several awards throughout his career, including the Best Financial Advisor award, the Pacesetter Award, and the Industry Leadership Award.
5.Is David Lerner active on social media?
While David Lerner Associates has a strong social media presence, David Lerner himself is not very active on social media.
