Dave Homan, CFP®
Partner, Wealth Advisor
“I enjoy working with our clients to produce creative solutions to solve financial matters — making the complex seem simple.”
JOIN DATE: 2013
CONTACT: dave@willowcreekwealth.com
My experience owning a local marketing company has served me 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. I love to combine my analytical acumen with my personalized advisory skills as I help business owners and others make informed decisions about their personal and professional wealth.
I work with many individuals and families preparing for and transitioning to retirement: focusing on cash flow distribution strategies, retirement planning, and providing clients with solid fundamentals in long-term investing. I offer a very personal and custom approach to the planning process because every client has unique needs, preferences, and opportunities.
Prior to joining Willow Creek Wealth Management, I was a senior wealth advisor at a wealth management firm in San Rafael, where I specialized in portfolio management and financial planning for high-net-worth individuals. In addition to more than 15 years of wealth management experience, my professional background includes research and data analysis for a global financial institution. I am also a member of the Financial Planning Association.
ON A PERSONAL NOTE: A long-time resident of Sebastopol, I live in west county with my wife Jina and our three children. I am involved in youth sports, coaching Little League, softball, and youth football.
EDUCATION:
• MS in financial planning, Golden Gate University
• BS in business management information systems, California State University, Chico
• CERTIFIED FINANCIAL PLANNER™ professional
AFFILIATIONS:
- The National Association of Personal Financial Advisors
- Certified Financial Planner - CFP Board
- Financial Planning Association
COMMUNITY:
Read the latest from Dave
Be Smart about Student Loans with an Eye on Future Wealth
Originally published in North Bay Business Journal Last month President Biden announced a plan for student loan relief, which almost immediately erupted into a firestorm of differing opinions on the merit of this move. Some people applauded this as necessary and compassionate help for the millions of people struggling to make payments on loans which […]
Read More… from Be Smart about Student Loans with an Eye on Future Wealth
Longer Life Expectancy Brings New Planning Considerations
Originally published in North Bay Business Journal In the last few months, two of my colleagues’ grandmothers passed away, both past the age of 100. While living such a long life is still an outlier, Americans are, in fact, living longer, despite the COVID-related drop in life expectancy in 2020. Living longer is an inspiring […]
Read More… from Longer Life Expectancy Brings New Planning Considerations
Investment Mistakes During an Election Season
You are not alone if you believe the outcome of the upcoming presidential election will impact the markets. According to a recent survey from asset manager Hartford Funds, 93% of investors polled believe the presidential race will affect the stock market. Around election time, a quick scan of social media or a friendly conversation with […]
Read More… from Investment Mistakes During an Election Season
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