Legacy Wealth Legal PLLCLegacy Wealth Legal PLLCEstate Planning

Managing Director

David Birenbaum

David Birenbaum

David is a retired senior executive and entrepreneur who now runs the day-to-day operations of Legacy Wealth Legal PLLC, applying 30-plus years across energy management, financial services, and large-scale real estate development.

Energy

Senior roles at Glacial Energy, Negawatt Business Solutions, and Agera Energy before retiring in 2018. Ran business development across 11 states, securing contracts for 450 million kWh and 13 million therms.

Real estate

Founded SRBI Development, The Vertical Group (built a $5 million sale-leaseback portfolio in under 18 months), Vista Holdings (managed over 3,000 properties nationwide), and RDB Development.

Financial services

Managing Director at Community First Bank Loan Services, where he built the division from the ground up and oversaw 120 loan officers across 25 branches. Founded RDB Financial, structuring over $100 million in transactions.

Education

  • B.S./B.A. in Finance and Banking, Georgetown University

Licenses

  • Mortgage Broker
  • Real Estate Broker
  • Insurance Agent
  • General Contractor

Get in touch with the firm.