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Dave Homan
Gestore di Portafoglio-Azioni presso Willow Creek Wealth Management, Inc.
Profilo
Mr. David D.
Homan, Jr., is a Partner & Wealth Advisor at Willow Creek Wealth Management, Inc. He 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.
Prior to joining Willow Creek Wealth Management, he 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 a decade of wealth management experience, his 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.
He is a Certified Financial Planner and member of the Financial Planning Association.
Posizioni attive di Dave Homan
Società | Posizione | Inizio |
---|---|---|
Willow Creek Wealth Management, Inc.
![]() Willow Creek Wealth Management, Inc. Investment ManagersFinance Willow Creek Wealth Management, Inc. (Willow Creek) is an independent registered investment adviser headquartered in Sebastopol, California. The firm was founded by Bruce J. Dzieza in 1984 as Willow Creek Financial Services, Inc. Willow Creek provides investment advisory services to a variety of clientele, such as individuals, families, businesses, pension and profit-sharing plans, trusts and charitable organizations. | Gestore di Portafoglio-Azioni | 01/01/2013 |
Precedenti posizioni note di Dave Homan
Società | Posizione | Fine |
---|---|---|
Private Ocean LLC
![]() Private Ocean LLC Investment ManagersFinance Private Ocean LLC, Wealthspire Advisors (Wealthspire), is a SEC-registered investment advisor and wealth management firm headquartered in San Rafael, California. The firm was founded by Richard Stone and Gregory Friedman in 2009. They were acquired in 2021 by Wealthspire Advisors LLC, which is ultimately owned by NFP Holdings LLC. Wealthspire offers discretionary and/or non-discretionary investment advisory services to individuals, high-net-worth individuals, pensions and profit-sharing plans, and charitable organizations. | Corporate Officer/Principal | 31/12/2012 |
Formazione di Dave Homan
California State University-Chico | Undergraduate Degree |
Golden Gate University | Graduate Degree |
Esperienze
Posizioni ricoperte
Relazioni
Relazioni di 1° grado
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
Aziende private | 2 |
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Willow Creek Wealth Management, Inc.
![]() Willow Creek Wealth Management, Inc. Investment ManagersFinance Willow Creek Wealth Management, Inc. (Willow Creek) is an independent registered investment adviser headquartered in Sebastopol, California. The firm was founded by Bruce J. Dzieza in 1984 as Willow Creek Financial Services, Inc. Willow Creek provides investment advisory services to a variety of clientele, such as individuals, families, businesses, pension and profit-sharing plans, trusts and charitable organizations. | Finance |
Private Ocean LLC
![]() Private Ocean LLC Investment ManagersFinance Private Ocean LLC, Wealthspire Advisors (Wealthspire), is a SEC-registered investment advisor and wealth management firm headquartered in San Rafael, California. The firm was founded by Richard Stone and Gregory Friedman in 2009. They were acquired in 2021 by Wealthspire Advisors LLC, which is ultimately owned by NFP Holdings LLC. Wealthspire offers discretionary and/or non-discretionary investment advisory services to individuals, high-net-worth individuals, pensions and profit-sharing plans, and charitable organizations. | Finance |
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