“I enjoy working with our clients to produce creative solutions to solve financial matters — making the complex seem simple.”
JOIN DATE: 2013
Dave’s experience owning a local marketing company serves him well in advising others about the opportunities, challenges and nuances of owning a small business – including managing for taxes, retirement planning, business succession, and strategic planning. Dave combines his analytical acumen with his personalized advisory skills as he helps business owners and others make informed decisions about their personal and professional wealth.
Prior to joining Willow Creek Wealth Management, Dave was a senior wealth advisor at a wealth management firm in San Rafael, where he specialized in portfolio management and financial planning for high-net-worth individuals. In addition to more than 15 years of wealth management experience, Dave’s professional background includes research and data analysis for a global financial institution. He holds a master’s degree in financial planning from Golden Gate University and a bachelor’s degree in business management information systems from Chico State University. Dave is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association.
ON A PERSONAL NOTE: A long-time resident of Sebastopol, Dave lives in the west county with his wife Jina and their three children. He is involved in youth sports, coaching Little League, softball and youth football.
Media outlets are full of daily investing “advice” in the indistinguishable form of facts, opinions and even advertisement of financial products. Unfortunately, this “advice” often seems so convincing that investors feel the urge to take impulsive action. Often, these actions lead to costly investment mistakes. Here are a few tips to help keep your investment […]
Many earners are in the smart retirement savings habit of making pre-tax contributions to company or individual retirement plans, such as a 401(k), 403(b) or SEP IRA. Strong incentives include a tax deduction for the contribution and often some form of employer match or contribution. Accumulated contributions are then invested, usually in stocks and bonds, […]
Will you be able to maintain your lifestyle after retiring? According to research, significant numbers of working families are “at risk” of failing to maintain their standard of living once they stop working. Decades ago, most employees put in the required years of service to achieve their desired income goal and collect a check in […]