David Plaisance

About David Plaisance

History: David was born in New Orleans, LA. He is a 56 year resident of Asheville, NC…

Experience

1. Advisor Representative

   Waypoint Strategic Advisors

   Jan 2010 — Present

   Waypoint Strategic Advisors was formed at the beginning of 2010 by merging two well respected independent Registered Investment Advisors in North and South Carolina. This will give you access to higher quality resources and increase the likelihood of you achieving your most important life goals. This will also improve our relationship with you.The word \"waypoint\" was chosen for a specific reason. It signifies a point along a destination where changes and course corrections can be made. It is critical that this is done because things change constantly. Making these corrections and changes can keep you on track to achieve your most important life goals. This is a critical reason in why Waypoint was formed.The key to you achieving your most important life goals is understanding that you only have so much time, energy and money. You have to make sure that these three things are congruent with your most important life goals. It is important to use a process to think about them and make the necessary corrections when life events happen. The first step in the process should be determining the most important goals in your life. We offer a one-on-one free goals workshop that is designed to help you discover these goals. Experience shows that this is the first step of transforming your life and becoming more self fulfilled.Wealth management is an important part of a person’s life. One of the first goals of wealth management should be maximizing the dollars you have now and protecting them from unnecessary risks. Your investment philosophy should reflect this.

Education

• University of North Carolina at Chapel Hill

  Chemistry

  1980 — 1985

Skills

• Financial Advisory
• Wealth
• Strategic Planning
• Investments
• Insurance
• Securities
• Estate Planning
• Investment Strategies
• Alternative Investments
• Pensions
• Management
• Wealth Management
• Disability Insurance
• Investment Management
• Leadership
• Wealth Management Services
• Customer Service
• Long Term Care Insurance
• Iras
• Business Planning
• Financial Services
• Relationship Management
• Small Business
• Life Insurance
• Finance
• Employee Benefits
• Strategy
• Training
• Retirement
• Asset Managment
• Strategic Financial Planning
• Long-Term Care
• Investment Advisory
• Income Protection
• Portfolio Management
• Asset Allocation
• Mutual Funds
• 401k
• Risk Management
• Retirement Planning