David Mesa, Financial Professional NEA Retirement Specialist ABMM

David Mesa, Financial Professional NEA Retirement Specialist ABMM As a Financial Professional, I help NEA members and all public school employees plan for goals such Prerequisite exams or continuing education are not required.

NEA Retirement Specialist is a special program title created by NEA Member Benefits and offered in partnership with Security Benefit, providing a custom suite of Security Benefit products. When making recommendations, as NEA Retirement Specialists, may only offer Security Benefit products. Opinions and comments expressed by Social Media Members are those of the persons submitting them and do not n

ecessarily represent the views of the creator of this profile or their firm. GWN Securities will not accept purchase or sale orders via Social Media platforms or its messaging systems. Please follow this link for a complete version of GWN Securities Social Media Policy: https://gwnsecurities.com/socialmedia

Day one of a teaching career is a great day to start building retirement. Welcoming new EPS teachers at orientation - as...
09/09/2026

Day one of a teaching career is a great day to start building retirement.

Welcoming new EPS teachers at orientation - ask me about your 403(b) and the NEA Retirement Program.

06/12/2026
Helping Union County Educators Plan Smarter - Social Security Seminar with NEA Retirement Program
04/23/2026

Helping Union County Educators Plan Smarter - Social Security Seminar with NEA Retirement Program

Is Your Pension Enough to Retire On?
04/14/2026

Is Your Pension Enough to Retire On?

Understanding how pension funding works, and what happens when a plan becomes underfunded, is critical for retirement planning.

**Repost **Holiday cheer shouldn’t turn into New Year debt. This season, try setting a simple budget before the shopping...
12/11/2025

**Repost **
Holiday cheer shouldn’t turn into New Year debt. This season, try setting a simple budget before the shopping starts, plan your gift list, track your spending, and include all the little extras (wrapping, travel, festive treats!). A little planning now makes January feel so much brighter!

Holiday cheer shouldn’t turn into New Year debt. This season, try setting a simple budget before the shopping starts, plan your gift list, track your spending, and include all the little extras (wrapping, travel, festive treats!). A little planning now makes January feel so much brighter!

*Repost* Perfect time to check in on your expenses
12/05/2025

*Repost* Perfect time to check in on your expenses

As you near the end-of-year bustle, holiday parties and family visits are not the only things you should be planning. Now is a good time to tie up...

12/03/2025

Changes to IRAs — Roth and traditional — and 401(k)s may mean more money for you in retirement.

Great day at SkyZone with educators and school members from across Union County! Always proud to support our school comm...
11/02/2025

Great day at SkyZone with educators and school members from across Union County! Always proud to support our school community and help them plan for their future.

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Iselin, NJ
08830

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+19089138186

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