David Drumhiller
Certified Financial Planner ™ Practitioner specializing in Financial Planning and Investment Management for professionals and small businesses | Financial Advisor | Co-Founder at mywhitehill.com
- Role
- Co-owner & Financial Advisor at Whitehill Financial
- Location
- Pullman, WA, US
- LinkedIn followers
- 500 followers
About David Drumhiller
50••••••12 • d•••••@mywhitehill.com • I\'m David. I\'m a Certified Financial Planner ™ Practitioner and co-founder of Whitehill Financial. Through our process we developed, we help people like you make smart plans for their money.At Whitehill Financial, we love helping our clients build strong portfolios that make them feel confident about their finances and less worried.We know you\'re busy and have a lot to do. That\'s why we work with you to create a custom plan that fits your goals and your family\'s needs. You\'ll feel good knowing you have a team supporting you.We believe that your goals shape your financial plan, and your financial plan guides you towards achieving your goalsThink of financial planning like building a house. First, you need a solid foundation (your goals). Then, you add the walls and roof (your investments and savings). Finally, you decorate and make it your own (adjusting the plan as your life changes). Just like a house, your financial plan needs regular maintenance to stay strong and secure.Even though our office is in Washington, we work with clients all over the United States.If you or someone you know is a high-achieving professional or small business owner and needs help with financial planning, please get in touch. We\'re excited to take on new clients and help you reach your financial goals.Securities and Investment Advisory Services are offered through Osaic Wealth, Inc, member FINRA/SIPC. Osaic Wealth, Inc. is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth. Osaic Wealth does not offer tax or legal advice. Please visit for full disclosures.Certified Financial Planner Board of Standards Inc. owns the certification mark CFP®, CERTIFIED FINANCIAL PLANNER™, and federally registered CFP (with flame design) in the U.S, which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Experience
Co-owner & Financial Advisor
Oct 2024 — Present · Pullman, WA, US
Education
Washington State University - College of Business and Economics
Bachelor's Degree, Finance, General
1999 — 2004
California State University, Long Beach
Masters, Sport Management
2004 — 2006
Skills
- Estate Planning
- Retirement
- Strategic Financial Planning
- 401k Rollovers
- Series 7
- Disability Insurance
- Asset Allocation
- Mutual Funds
- 401k
- Financial Planning
- Fixed Annuities
- Investments
- Wealth Management
- Term Life Insurance
- Buy-Sell Agreements
- Iras
- Variable Annuities
- Life Insurance
- Finance
- Long Term Care Insurance
- Retirement Planning
- Series 63
- Roth Ira
- Long-Term Care
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