David J. Mihlon, CFA®, CFP®

David J. Mihlon, CFA®, CFP®

Principal

David holds a Bachelors Degree in Economics and Finance and a Masters Degree in Economics from Rutgers University.  He  is a holder of Chartered Financial Analyst (CFA) and Certified Financial Planner (CFP) Designations  David has been in the financial services industry since obtaining his graduate degree in 1988. Before starting his own practice, David served as Chief Economist and Portfolio Manager (managing both equity and fixed income accounts for individuals and institutions) at Trevor, Stewart, Burton & Jacobsen Inc. in New York City. David is responsible for the management of Park Financial Group and serves as Chief Investment Officer for the firm and serves clients in all planning and investment capacities.  He lives in Lyndhurst NJ with his wife Mildred and sons David and James.