Donald A. Nachman

Financial Professional
732-348-1276

With over 20 years in the Financial Services Industry, Don Nachman is proud to have built a practice servicing a wide range of clients including both individuals and businesses.  Prior to joining Allied Wealth Partners in January of 2019 Don was a Vice President of Investments in the Investment Banking division of Montauk Financial. Don has also worked with various fortune 500 companies including MetLife, Brighthouse Financial, and MassMutual in which he has achieved the LUTCF® (Life Underwriter Training Council Fellow) professional designation.

Don specializes in creating financial strategies designed to address his client’s unique financial needs including retirement strategies, Medicare planning, personal home and auto coverages, and risk management through life and disability protection.

Using a client-centric, holistic approach, Don utilizes financial techniques to create strategies designed to help his clients succeed. Realizing that knowledge is power, he also offers to them educational services to assist them in making informed decisions in choosing the suitable solutions for their financial future. 

A frequent speaker and financial educator, Don is an acting member of NAIFA (National Association of Insurance and Financial Advisors) and has received industry recognition as a member of the Million Dollar Round Table**. Additionally, he has been recognized by Allied Wealth Partners with inclusion in the firm’s Senate club* for his performance both years he has been with the firm 2019 and 2020.

In addition, Don is currently a member of the Divvy Technologies' Board of Directors.  A passionate advocate for children, Don and his wife Aubree have participated in foster parenting thru the State of New Jersey and the Department of Child Protection and Permanency since 2014.

Registrations and Licenses:
FINRA Series 7, 63
Life Insurance licensed
Health Insurance licensed
Variable Insurance

Additional licenses:
Property & Casualty (Home/Auto & GLC General Liability/Workman Comp)
Long Term Care (LTC)
Income Replacement/Disability (DI)

 

Don Nachman is a registered representative of Securian Financial Services, Inc. Securities are offered through Securian Financial Services, Inc., member FINRA/SIPC. Allied Wealth Partners is independently owned and operated. 3518050;4-2021 **Million Dollar Round Table (MDRT) is an independent membership organization of life insurance and financial service professionals. Membership levels are based on commissions, premiums, or fees generated within a year from investment and insurance products. Members must apply annually and pay a fee. Members must be members in good standing of a Professional Association which has met the following criteria: in existence at least two years, have 100 or more members, must be a nonprofit organization, must have a code of ethics and an effective means of dealing with breaches of its code. Members must also adhere to the MDRT Code of Ethics. Working with this financial professional is not a guarantee of future financial results. Investors should conduct their own evaluation. *Awards and club membership are based primarily on commissions, premiums, or fees generated from investment and insurance products and other criteria relative to leadership, achievement, and recruiting. Working with this individual or firm is not a guarantee of future financial results. Investors should conduct their own evaluation.