Dave has had over 30 years of experience working for Fortune 500 companies in various leadership positions before entering the Financial Advisor world. This “Main Street” background gives him a unique perspective and understanding of the issues facing clients who are in or come from that corporate history. As an avid investor since 1985, option strategy specialist, manager of various extended family member investment assets, and graduate of NYU’s prestigious Certified Financial Planning curriculum, Dave has the “Wall Street” knowledge required to excel for his clients. This combination of “Main Street” and “Wall Street” background as well as his ability and willingness to really listen and clearly understand a client’s goals and concerns, enable Dave to truly function in the best interests of his clients and continuously work to guide them toward their financial goals. He has detailed experience working to maximize and match a client’s current and future resources and income to their various goals and time horizons. This experience includes working through the intricacies of various corporate pensions, 401k’s, 403b’s, government pensions such as the Arizona State Retirement System (ASRS) and Federal Employee Retirement System (FERS), and other company/government profit sharing plans as well as the Federal Thrift Savings Plan (TSP).
A cornerstone of financial planning is the recognition that everyone's economic and life situation is unique. Personalized service is essential when matching clients with the right financial products and services.
A commitment to professionalism and the cooperative development of unique, personal goals forms the foundation of any strong financial plan.
A financial plan must reflect the stage of life its owner is in: whether purchasing a first home, financing a child’s college education or planning for retirement. A plan must reflect its owner’s personal or business situation, and highlight those financial products that best fit it. A custom-tailored financial plan must also be continually reviewed to measure its achievements against stated aims, and ensure the owner is comfortable everything is moving forward according to plan.
If you ever have questions about your plan or about specific financial products, contact me. We will set up a time to meet to review your needs and address any questions you may have. Contact me today.