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David Lenvin

David Lenvin

Reitrement Benefits Specialist

Bellevue, WA

Mobile Phone: (206) 992-5005

As a Financial Consultant with Equitable Advisors, I work with individuals, families and business owners to develop customized financial investment and wealth-management strategies that meet both short and long term needs. 

As a member of the Retirement Benefits Group (RBG) team, my primary focus is helping the K-12 public educator market and their families build secure financial futures. Some of the major areas I focus on are retirement planning, investments, college funding, and risk management. Equitable Advisors enables me to help my clients by providing a large network of products and services, and our open architecture platform allows me to tailor recommendations to your unique situation. I work with clients to provide personalized comprehensive planning strategies through an educational approach. 

California Insurance License #: 0F91309

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.