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Dave Homan
Portefeuillebeheerder-Aandelen bij Willow Creek Wealth Management, Inc.
Profiel
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.
Actieve functies van Dave Homan
Bedrijven | Functie | Begin |
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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. | Portefeuillebeheerder-Aandelen | 01-01-2013 |
Eerdere bekende functies van Dave Homan
Bedrijven | Functie | Einde |
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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 |
Opleiding van Dave Homan
Golden Gate University | Graduate Degree |
California State University-Chico | Undergraduate Degree |
Ervaring
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Connecties
Eerstegraads connecties
Bedrijven verbonden in de eerste graad
Man
Vrouw
Besturend
Uitvoerend
Verwante bedrijven
Bedrijven in privébezit | 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 |