David Card
Helping My Generation Retire Confidently
- Role
- Member Board of Directors at Yoodlize
- Location
- Alpine, UT, US
- LinkedIn followers
- 500 followers
About David Card
What I DoRetirement Planning, Retirement Income. Retirement Strategies for my generation.For over 30 years, I’ve worked alongside early-stage companies—helping them secure funding and stepping into interim leadership roles to guide them through the complex, high-stakes journey of growth.Recently, I’ve had a shift in focus.I’ve come to realize that many people in or nearing retirement—my own generation—are facing a different kind of challenge: navigating the financial, tax, and lifestyle decisions that can make or break what should be the most rewarding years of their lives.Now, I’m using my decades of experience in capital markets, strategic planning, and financial goal-setting to help individuals between the ages of 55 and 75 prepare for and thrive in retirement.Many of us worry whether our savings will last. Some are unaware of tax pitfalls that could cost thousands. Others don’t know about the additional income, benefits, or planning tools available to retirees.My role is to work with you to:*Develop strategic plans that maximize your retirement assets*Minimize unnecessary taxes and financial risk*Align your financial plan with your goals for travel, lifestyle, healthcare, and legacyIf you’re between 55 and 75 and want a partner to help you navigate this stage of life with clarity and confidence, I’d love to work with you.
Experience
Member Board of Directors
Mar 2023 — Present · Provo, UT, US
Appointed Preferred Director of the Board of Directors of Yoodlize, Inc
Education
Brigham Young University
BS, Leadership
1977 — 1980
MBA - University of Phoenix
MBA, Global Management
2004 — 2005
Skills
- Management
- Team Building
- Executive Management
- Business Planning
- Strategy
- E-Commerce
- Business Strategy
- Crm
- Training
- New Business Development
- Small Business
- Negotiation
- Strategic Planning
- Coaching
- Online Marketing
- Leadership
- Performance Motivation
- Start-Ups
- Public Speaking
- International Business
- Sales Management
- Investments
- Business Analysis
- Corporate Development
- Social Media
- Marketing Strategy
- Sales
- Online Advertising
- Business Development
- Direct Sales
- Distribution Strategies
- Management Consulting
- Business Process Improvement
- Entrepreneurship
- Lead Generation
- Finance
- Strategic Partnerships
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