David Waldrop

About David Waldrop

As a CERTIFIED FINANCIAL PLANNER® professional for over two decades, I know that retirement planning and taxes can be confusing and intimidating.As a fiduciary advisor, you can be assured that your interests will ALWAYS come first.With my straightforward guidance, you can have a plan designed around YOU!How I can help you: Investment Management - I provide independent investment advice and am held to the fiduciary standard when advising my clients. I have no financial products to sell and never receive commissions for the financial and investment recommendations I make. Financial Planning - Getting your financial and investment questions answered doesn\'t always require a 50 page financial plan. We can provide financial planning services targeted to your specific needs or develop a comprehensive financial plan. Tax Planning - Taxes touch every part of your financial life. We can demystify the world of income taxes and help you understand this important piece of your financial picture.Specialties: IRA, Roth IRA, 401(k), 403(b), Inherited IRA, SEP IRA, Individual 401(k), SIMPLE IRA, Defined Benefit Plans, Profit Sharing Plans, Cash Balance Plans, Coverdell ESA, 529 College Savings Plans, UTMA, and Trust Accounts.

Experience

1. President

   Bridgeview Capital Advisors, Inc

   Jul 2008 — Present · El Dorado Hills, CA, US

   Bridgeview Capital Advisors, Inc.(BCA) is a state registered investment advisor providing independent investment management, financial planning, and tax planning. Privately owned and independent, we offer complete financial advice and guidance for individuals and their heirs as well as small businesses. BCA is not biased or influenced by proprietary products. We select the services and solutions that best fit the needs of our clients and we are bound by a fiduciary level of duty to those we serve.Our goals are to assist our clients in every aspect of their financial lives. By offering personalized service we are able to maintain long-term relationships. The firm’s work ethic is grounded in commitment to accuracy and availability, timely completion and a willingness to work to meet individual needs.We know that our clients depend on us to stay current with changes in the regulations and industry practices and we take that responsibility seriously. Continuing education and training are of critical importance.

Education

• The American College of Financial Services

  CHARTERED LIFE UNDERWRITER™, Life Insurance

• California Polytechnic State University-San Luis Obispo

  Bachelor of Arts, Political Science

  1996 — 1998

• The American College of Financial Services

  CERTIFIED FINANCIAL PLANNER™, Financial Planning

Skills

• Qualified Retirement Plans
• Retirement
• Trusts
• Financial Advisory
• Roth Ira
• Simple Ira
• Asset Allocation
• Mutual Funds
• Finance
• Wealth
• Asset Management
• Etfs
• 401k
• 401k Rollovers
• Securities
• Financial Planning
• Portfolio Management
• Iras
• Insurance
• Financial Services
• Certified Financial Planner
• Personal Finance
• Wealth Management
• Clu
• 403 B
• Retirement Planning
• Investment Advisory
• Sep Ira
• Series 63
• Investments