David Dick
Owner at Financial Plan, Inc.
- Role
- Principal and CCO at Financial Plan, Inc
- Location
- Bellingham, WA, US
- LinkedIn followers
- 500 followers
About David Dick
Financial Plan, Inc. is a fee-only Registered Investment Advisor located in Bellingham, WA. All of our financial planners hold the CFP® professional designation and specialize in a variety of wealth management services including: Asset Management, Risk Management, Retirement Planning, Tax Planning, and Estate Planning. As elite Bellingham Financial Advisors, we focus on building comprehensive, objective financial plans tailored to the unique financial situations of our clients.
Experience
Principal and CCO
Mar 2000 — Present · Bellingham, WA, US
Build and implement comprehensive financial plans for pre-retirees and retired people, couples, widows, etc. I also work with several foundations, associations and reserve funds
Education
Ottawa University
Bachelors, Computer Information Services
1986 — 1990
Boston University
Financial Planning, Financial Planning and Services
2009 — 2011
Skills
- Divorcees
- Team Leadership
- Public Speaking
- Investment Advisory
- Leadership Development
- Financial Analysis
- Financial Reporting
- Widows
- Microsoft Excel
- Wealth Management
- Strategic Financial Planning
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