DAVE M. VALDEZ, MBA, AAMS®, CWS®

Dave M. Valdez, MBA, CWS®, ChFC®

Director, Wealth Strategies

Dave is a Chartered Financial Consultant®, Certified Wealth Strategist®, and serves as the Director of Wealth Strategies at Arbor Capital. In addition to his responsibilities at Arbor Capital, Dave serves as Deputy Inspector General for Joint Force Headquarters Alaska.

Dave earned his bachelor’s degree in Finance from Seattle University’s Albers School of Business & Economics and later earned his Master’s in Business Administration with a concentration in Finance at the University of Alaska Anchorage. Prior to joining Arbor Capital, Dave served in institutional leadership roles at Charles Schwab and TD Ameritrade, where he consulted hedge funds and registered investment advisors in the Pacific Northwest on complex strategic initiatives.

Dave’s service and leadership experience in the military, coupled with an extensive background in finance, drives his desire to help investors plan and enhance their financial wellness. Dave is a passionate runner, an experienced skier, and enjoys hiking in the Chugach National Forest with his wife Amanda and energetic toddler, Hudson.

Benefits of Working with a Financial Advisor Completely Virtually
Arbor Capital Adds Two Top Advisors to its Anchorage RIA Team
ESG Investing Part 2: Add Sustainable Investing to Your Portfolio
ESG Investing Part One: Aligning Your Portfolio with Your Values
Dollar-Cost Averaging: How to Deploy Cash in a Volatile Market
So You’ve Joined the Great Resignation – Now What?
Four Essentials of Estate Planning
Six Ways to Maximize Your Charitable Giving Impact
5 Ways Your HSA Can Strengthen Your Retirement Plan
Asset Prices Are On the Rise…

If you haven’t yet tried working with a virtual financial advisor, here are some benefits to keep in mind as you consider whether it’s the right choice for you.

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September 12, 2022

Arbor Capital, named one of the ‘Top 50 Growers in the Country’ by Citywire RIA, continues to grow its footprint in Alaska. Most recently, the firm hired two top financial advisors: Matt Knell and Paul Hurley. 

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September 1, 2022

How to Start Matching Your Portfolio to Your Values So, maybe you read Part One of our ESG investing series, and now you’re wondering what to do next. At Arbor

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July 18, 2022

Investing isn’t Just About Dollars and Cents Anymore This article is Part One in a three-part series designed to tell you all you need to know about ESG investing, and

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July 6, 2022

Investors Need a Tactical Strategy to Navigate Turbulent Headwinds By Dave Valdez, ChFC & Marc Nichols, CIMA The year-to-date performance of the overall market, increasing geopolitical tensions, increasing gas prices,

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June 24, 2022

What to Do with Your ‘Orphan 401K’ Retirement Account When You Leave Your Job By now, you’ve probably heard the latest employment term to hit the American lexicon: the “Great

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June 8, 2022

Take Charge of Your Assets as You Plan for the Future If you’re thinking about estate planning, chances are you’ve already spent many decades building the life you envisioned for

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May 16, 2022

Strategies for Making the Most Out of Your Charitable Giving Money can be meaningful to us in multiple ways, and many people find joy and value in charitable giving. Recent

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May 6, 2022

When it comes to your retirement plan, are you using all the tools in your arsenal? If your income allows you to max out your 401(k) and IRA contributions, you’re

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April 5, 2022

US and International Stocks, Bonds, CD’s, REIT’s, Bitcoin, you name it - just about everything went up in the first half of 2019. During this time, the narrative from the

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July 11, 2019

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Did you know we work with many of our clients completely virtually?

Whether you’re in Fort Lauderdale or Fairbanks – or anywhere in between – we’re happy to serve you outside of the traditional brick-and-mortar advisory relationship. Our clients can opt for virtual or in-person meetings as their needs require.