Broker Check
Dave Gulati*

Dave Gulati*

Financial Professional

Dave Gulati joined Premier Planning Group in November of 2021.  He earned a Liberal Arts Degree with an emphasis on business and communications from Villanova University where he distinguished himself as a 4-year starter and captain of the baseball team.

After graduating, Dave took a job as an analyst with J.P. Morgan & Chase where he spent 2 years learning the operational side of banking and finance. He then moved on to a client facing role with New York Life where he became a licensed health and life insurance agent.

Dave’s interests include watching sports, traveling and golf.

Dave Gulati offers products and services using the following business names: Premier Planning Group – insurance and financial services | Ameritas Investment Company, LLC (AIC), Member FINRA/SIPC – securities and investments | Ameritas Advisory Services (AAS) – investment advisory services. AIC and AAS are not affiliated with Premier Planning Group. Products and services are limited to residents of states where the representative is registered. This is not an offer of securities in any jurisdiction, nor is it specifically directed to a resident of any jurisdiction. As with any security, request a prospectus from your representative. Read it carefully before you invest or send money. A representative will contact you to provide requested information. Representatives of AIC and AAS do not provide tax or legal advice. Please consult your tax advisor or attorney regarding your situation.

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