David Ratzker

Wealth Management Advisor - Hackensack

3 University Plaza

David.Ratzker@tiaa.org

About David

I am currently a Wealth Management Advisor at TIAA and have over 15 years of experience in the finance industry.

I am passionate about what I do because I get to work with nonprofit professionals who I believe are among the best and the brightest in the world. In my role as Wealth Management Advisor, I provide personalized, goals-based investment guidance. Prior to joining TIAA, I managed a hedge fund focused on smaller, developing companies and technologies. I now focus on risk mitigation, investment management, trust and estate planning, special needs trusts, tax-efficient legacy planning, and medical practices.

I received my Bachelor of Science in Finance from Yeshiva University.

About TIAA Financial Services

For more than 100 years, TIAA has been dedicated to the needs of those who work in the academic, medical, cultural and research fields. Our roots differentiate us from our competitors, and we are proud to continue this tradition by serving those who serve others. Backed by a team of specialists, we work with clients to help build long-term financial plans aligned to their needs, wants and wishes.

Our advisors in TIAA’s Washington, D.C. office are available to help clients achieve their financial goals by planning for lifelong income, saving for retirement, and making smart investment decisions. TIAA advisors are available by appointment to help provide lifelong financial well-being for our clients. Call today to schedule an appointment (844) 567-9087.

Our advisors in TIAA’s Seattle, WA office are available to help clients achieve their financial goals by planning for lifelong income, saving for retirement, and making smart investment decisions. TIAA advisors are available by appointment to help provide lifelong financial well-being for our clients. Call today to schedule an appointment (866) 549-1154.

Financial Perspectives

Get the latest thinking and insights from TIAA's experts on the current market and economic conditions, financial planning considerations, and money management.