David Scureman, CFP® & MBA™

My journey into financial services began with a simple belief: the right blend of purpose and challenge creates the most meaningful work. At Harbor Lights Private Wealth, I serve as Partner, Owner, and Financial Advisor, overseeing daily operations while focusing on investment management, portfolio design, and financial planning. I've always wanted to help people and make a meaningful difference in their lives, and this career allows me to do that while maintaining a balance between building a successful practice and supporting my family and community.

What excites me most is helping people achieve their goals over extended periods and seeing my own growth as a professional. For many clients, financial decisions can feel overwhelming, and I take pride in helping bring clarity, confidence, and structure to the process. I specialize in comprehensive wealth management for high-net-worth individuals and families, including investment management, retirement and tax planning, estate and legacy planning, and business succession planning.

Growing up in Brielle and later living in places like Miami, Denver, and Southern California broadened my perspective on how people approach life and money in unique ways. Today I live in Wall with my wife Geralyn, our daughter Evie Rose, our son Owen, and our West Highland Terrier, Alfie. Being a husband and father gives me perspective on what really matters: providing security, building a legacy, and creating freedom to enjoy life with the people you love.

When not working with clients, I enjoy golf, snowboarding, beach time, boating, cycling, and traveling. I'm actively involved in community service, including work with Wings for Widows. My credentials include my CFP designation, MBA, Series 7, Series 66 Registrations held through LPL Financial, and life and health insurance licenses.