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MassMutual financial professional.

David Bodneremail

  • Professional Story

    David Bodner – Financial Planner

    Since 1998, David Bodner has committed himself to educating his clients and strengthening their financial situation. He has been a strong team player and associated with Massachusetts Mutual Life Insurance Company (MassMutual) since that time. Though he specializes in personal and business retirement plans, David’s professional experience extends across a wide spectrum of financial services. He enables clients to make sound financial decisions that align with their long-term goals. Above all, he empowers his clients to take charge of their financial lives and build confidence in the future.

    Having earned his Bachelor of Arts degree from the University of Dayton and Master of International Business degree from the University of South Carolina, David is a Chartered Financial Consultant (ChFC) and a Certified Life Underwriter (CLU). He holds hisFINRASeries 6,63 & 7 registrations along with numerous insurance licenses. David is past President of the Rotary Club of Maumee and currently is a board member of the Maumee Rotary Service Foundation, a 501(c)(3) organization. He is an active member of the Sylvania Chamber of Commerce. In addition to being highlighted in Abec’s Small Business Review and the Toledo Free Press “Brain Gain” series, David was awarded the Toledo Twenty under Forty award in 2008 for his many leadership accomplishments. He has also volunteered in the classroom with Read for Literacy.

    A native of Toledo, David has also lived in Columbia, SC and La Rochelle and Paris France. He is fluent in French. In his free time, he enjoys competing in triathlons, giving back to the community, and traveling with his wife, Beth. David is a member of US Masters Swimming, Toledo Road Runners and Team Toledo triathlon club.

    www.DavidBodner.com

    David Bodner is a registered representative of and offers securities and investment advisory services through MML Investors Services, LLC. Member SIPC OSJ: 7150 W. Central Ave, Suite 100, Toledo OH 43617. 419.893.9759.

    Education

    University of Dayton (1987-1991)
    University of South Carolina (1994-1996)

    Hobbies

    Swimming
    cycling
    running
    traveling

    Affiliations & Memberships

    Sylvania Chamber of Commerce
    Maumee Rotary
    Business Networking International
    Team Toledo Triathlon club
    US Masters Swimming
    Toledo Roadrunners
    Chinese Association of Greater Toledo
    Toledo Sister Cities

    Community Involvement

    Maumee Rotary Service Foundation Board
    Read for Literacy
    Race for the Cure

  • Languages:
    • English

  • Credentials:
    • ChFC®
    • CLU®
    • MBA

  • Specialties:
    • Insurance Strategies
    • Investment Strategies
    • Retirement Income Planning
    • Retirement Strategies
    • Business Owners
    • College Funding Strategies
    • Business Succession Planning
    • Estate Planning
    • Financial Education
    • LGBTQ

Check the background of this investment professional on FINRA’s BrokerCheck

See David’s Licenses and Disclosures

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