Since 1998, David Bodner has committed himself to educating his clients and strengthening their financial situation. Though he specializes in personal and business retirement plans, David’s professional experience extends across a wide spectrum of financial services. He enables clients to make sound financial decisions that align with their long-term goals. Above all, he empowers his clients to take charge of their financial lives and build confidence in the future.
Having earned his Bachelor of Arts degree from the University of Dayton and Master of International Business degree from the University of South Carolina, David is a Chartered Financial Consultant (ChFC) and a Certified Life Underwriter (CLU). He holds his FINRA Series 6,63 & 7 registrations along with numerous insurance licenses. David is past President of the Rotary Club of Maumee and currently is a board member of the Maumee Rotary Service Foundation and the Sylvania Masters Swim Club. He is an active member of the Sylvania Chamber of Commerce. In addition to being highlighted in Abec’s Small Business Review and the Toledo Free Press “Brain Gain” series, David was awarded the Toledo Twenty under Forty award in 2008 for his many leadership accomplishments.
A native of Toledo, David has also lived in Columbia, SC and La Rochelle and Paris France. In his free time, he enjoys competing in triathlons, giving back to the community, and traveling with his wife, Beth.