Broker Check
David F. Crossan, CFP®, CLU®, CRC®*

David F. Crossan, CFP®, CLU®, CRC®*

Managing Partner

For the past 27 years David Crossan has been a voice of reason and possibility for his clients. To David, knowledge is power and that’s why he is committed to his lifelong vision, to help his clients in a powerful way and to increase the collective financial literacy of others.

From an early age, David knew that he wanted to contribute to the greater good of society and inspire people to create a better life for themselves. It was a natural decision for David to choose wealth management given his astute acumen in the financial industry and his innate ability to instantly connect with people.

David’s curiosity for the well-being of others makes him a natural communicator, which led him to launch his radio show, The Lighter Side… David is passionate about spreading reliable financial insight far and wide, so his listeners and clients can become more aware of their financial future and empowered to make effective decisions for themselves, their families and generations to come.

Deciding to launch Shoreline Wealth Management with John Stephens was to ensure a better future for his clients and their team. It became evident that the next step was to open their own independent wealth management firm so they can not only support their clients’ investment portfolios but to provide support and guidance throughout all aspects of their clients’ financial journey.

David is a CERTIFIED FINANCIAL PLANNER™, CHARTERED LIFE UNDERWRITER, and a CERTIFIED RETIREMENT COUNSELOR*. These credentials have provided him with extensive knowledge in key areas, including investment management and retirement planning strategies for individuals and corporations. David earned his Bachelor Degree from St. Bonaventure University.

When David is not working you might find around town with his treasured dog, Reuben or riding his bike along the water to enjoy the beautiful surroundings in New Jersey.

*CRC® conferred by InFRE®