David A. Perlmutter
Managing Director, Associate General Agent
David A. Perlmutter, Managing Director and Associate General Agent of Forest Hills Financial Group (FHFG), works primarily out of their New York City location. A third-generation financial services professional, David’s personal practice focuses on insurance planning, wealth accumulation, pension planning and estate planning strategies for individuals, families and business owners. Utilizing the Living Balance Sheet®, an innovative web based approach to better financial decision-making, David offers his clients unprecedented daily monitoring, insight and dynamic perspective into their own financial environment. In his role as Associate General Agent, David enjoys mentoring new associates of the firm as he helps them build rewarding and successful careers in the industry. A registered principal with his series 24 license, David also oversees operational, compliance, trading and sales operations of the agency.
David began his professional career trading crude oil on the New York Mercantile Exchange before deciding to enter the financial services industry and join the family business in 2007. David is a consistent qualifier for numerous industry recognition awards, including the prestigious Million Dollar Round Table (MDRT), and holds seminars for Traders and industry professionals. By guiding his clients, David helps them discover and implement the strategies necessary to build asset protection and gain independence and control of their financial futures. David’s dad, Nathan M. Perlmutter, President and CEO of Forest Hills Financial Group, founded the agency in 1980 as a General Agent of The Guardian Life Insurance Company of America. FHFG is one of the leading agencies representing Guardian today, and David’s sister Andie, also an Associate General Agent working primarily out of the Forest Hills office completes the Perlmutter team at FHFG.
David’s strong sense of professionalism keeps him actively involved with the Association for Advanced Life Underwriting (AALU), the National Association of Insurance and Financial Advisors (NAIFA), and as a member of the Queens, Manhattan and Bronx Chambers of Commerce. He is also a member of the UJA Federation of New York and the Development Corporation for Israel (DCI) more commonly known as Israel Bonds.
Always a sports enthusiast, David enjoys playing basketball and golf. David’s hometown is Merrick, NY and he now resides in Syosett, NY with his wife Amanda, son Levi and daughter Stevie.
Registered Representative and Financial Advisor of Park Avenue Securities, Associate General Agent of Guardian