Donald A. Nachman
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
Property & Casualty (Home/Auto & GLC General Liability/Workman Comp)
Long Term Care (LTC)
Income Replacement/Disability (DI)