Alera Group, Inc.

David Pabin

Retirement Plan Advisor
David Pabin

David is a retirement plan advisor with Alera Group, providing Plan Service, Employee Education, and Investment consulting to plan sponsors and their employees.  At Alera Group, David’s team builds retirement plan solutions tailored to each client, no two plans are alike, ultimately, meeting employees wherever they are in their financial life.

 

David is a Senior Partner at Alera Group, joining them in November of 2025 from Legacy Investments, Inc. where he was a Partner at the firm.  David established Legacy Retirement Plan Services, the retirement plan services division of Legacy Investments, which was dedicated to serving Corporate Retirement Plan Sponsors, Investment Committees, and Plan Participants. Prior to that, David was a Regional Director for MetLife Retirement Services. In this role David gained valuable knowledge of the “vendor side” of the retirement plan marketplace. His experience focused on sales, plan pricing, administration, ERISA issues, employee education and investment monitoring. 

 

David holds the designations of Certified Plan Fiduciary Advisor.®  He is a member of the Osaic Retirement Plans Advisory Council and RPAG. His background and membership have led him to engage with top retirement plan professionals across Alera, Osaic, RPAG and the country.  He is an active member of the National Association of Plan Advisors (NAPA) and the Financial Services Institute (FSI).

 

With over 33 years of experience of broad financial services industry experience, David has learned what it means to be an Advisor, Educator, Advocate, and Partner for his clients. 

 

David earned his B.B.A. from The University of North Texas in Finance – Financial Planning and Services. David enjoys spending time with his family; Scottie, Max and Jay. 

 

PHONE: (972) 442-6705

 

Investment advisory services offered through Osaic Wealth, Inc. & Alera Investment Advisors, LLC. Securities offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth. 
 

Check the background of your financial professional on FINRA's BrokerCheck.
 

    Legal Fraud Disclaimer

    Alera Group, Inc. is aware that there are persons fraudulently impersonating our company by using fake internet domains that appear to look like our legitimate services. If you are contacted by someone claiming to work for Alera Group, or any of our partners, please carefully review the email address and domain. If you have a relationship with our company, please contact us directly and not through any information that is provided in such an email. Please be extremely careful in responding to such emails with personal and financial information, sharing passwords, or any other information of value. Alera Group, or any of our partners, will never send ACH instructions via email and thus we strongly recommend that you verify the authenticity of each wire transfer request by calling your Alera Group contact using the number you have previously called.