Dave Buckwald, CFP®, BPC, helps protect what families have worked a lifetime to build as Partner and Senior Wealth Manager at Prosperity Capital Advisors. With over 30 years of experience, he specializes in life insurance, estate planning, and wealth transfer strategies.

Dave’s passion for comprehensive planning began with tragedy. At 17, he lost his father, who had no life insurance or legal documents in place. He experienced firsthand the complications from inadequate planning. This lesson was magnified on September 11, 2001, when 51 friends and clients perished in the North Tower’s destruction. Of those, 30 had life insurance policies with Dave, but 21 did not — mostly because they never got around to it. The stark difference in outcomes for the families left behind shaped his unwavering commitment to proactive, best-interest planning.

Building a Legacy of Protection

A Rutgers University graduate with a BA in psychology, Dave founded OneTeam Financial with a clear mission: making sure no family or business is ever left unprotected. As CEO, he has built a team of subject matter specialists who deliver coordinated, holistic financial planning that addresses every aspect of a client’s wealth. His approach ensures families have their whole financial house in order, not just pieces of it.

A respected industry leader, Dave speaks at conferences worldwide and regularly appears in media, including Good Day New York, Private Wealth, and Ed Slott’s IRA Advisor newsletter. As a charter member of Ed Slott’s Master Elite IRA Group, he provides educational workshops, sharing practical tax and wealth transfer strategies.

Community, Family, and Life Beyond the Office

Dave serves on the board of Hackensack Meridian Philanthropic Foundation and actively supports the Two Hundred Club of Union County, New Jersey, helping families of fallen police officers and firefighters.

Originally from Hollywood, California, he now lives in Colts Neck, New Jersey, with his wife Jennifer — OneTeam’s Client Experience Specialist — along with his two children and their dog, Koda. When not helping families secure their futures, Dave enjoys traveling or golfing and can often be found watching ESPN, especially when the Miami Dolphins are playing.

Certifications and Affiliations

CA Insurance License: 0E44572

• CERTIFIED FINANCIAL PLANNER (CFP^®)
• Chartered Life Underwriter (CLU^®)
• Chartered Financial Consultant (ChFC^®)
• National Social Security Advisor (NSSA^®)
• Ed Slott’s Master Elite IRA Group^®/Charter Member
• National Association of Insurance and Financial Advisors (NAIFA)
• Association for Advanced Life Underwriting (AALU)
• Financial Planning Association^® (FPA)
• Finseca, formerly AALU