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LET'S TALK
DAVE M. VALDEZ, MBA, AAMS®, CWS®

Dave M. Valdez, MBA, CWS®, ChFC®

Director, Wealth Strategies
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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 in December of 2021, 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, and skier and enjoys hiking in the Chugach National Forest with his wife Amanda and energetic toddler, Hudson.

BACK TO TEAM
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…

Money can be meaningful to us in multiple ways, and many people find joy and value in charitable giving. Recent data support this, as Philanthropy Roundtable has shown that two-thirds of Americans give money to charitable organizations annually. If philanthropy is a financial value that is important to you, check out these six ways to get the most out of your giving.

by Dave M. Valdez
|
June 24, 2022

Money can be meaningful to us in multiple ways, and many people find joy and value in charitable giving. Recent data support this, as Philanthropy Roundtable has shown that two-thirds of Americans give money to charitable organizations annually. If philanthropy is a financial value that is important to you, check out these six ways to get the most out of your giving.

by Dave M. Valdez
|
June 8, 2022

Money can be meaningful to us in multiple ways, and many people find joy and value in charitable giving. Recent data support this, as Philanthropy Roundtable has shown that two-thirds of Americans give money to charitable organizations annually. If philanthropy is a financial value that is important to you, check out these six ways to get the most out of your giving.

by Dave M. Valdez
|
May 16, 2022

Money can be meaningful to us in multiple ways, and many people find joy and value in charitable giving. Recent data support this, as Philanthropy Roundtable has shown that two-thirds of Americans give money to charitable organizations annually. If philanthropy is a financial value that is important to you, check out these six ways to get the most out of your giving.

by Dave M. Valdez
|
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

by Dave M. Valdez
|
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

by Dave M. Valdez
|
July 11, 2019

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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.

LET'S TALK