Dave Thompson, Cfp® Email & Phone Number
Who is Dave Thompson, Cfp®? Overview
A concise factual answer block for searchers comparing this professional profile.
Dave Thompson, Cfp® is listed as Financial Advisor at First Command Financial Services, a company with 1155 employees, based in Summerville, South Carolina, United States. AeroLeads shows a matched LinkedIn profile for Dave Thompson, Cfp®.
Dave Thompson, Cfp® previously worked as Daily Plan Manager at American Pensions, Inc.. Dave Thompson, Cfp® holds Master Of Business Administration (M.B.A.), Accounting And Finance from Charleston Southern University.
Email format at First Command Financial Services
This section adds company-level context without repeating Dave Thompson, Cfp®'s masked contact details.
Review company-level records connected to Dave Thompson, Cfp® before choosing the right outreach path.
About Dave Thompson, Cfp®
As a First Command Financial Advisor, I am committed to helping clients consistently make the smart, informed financial decisions that are essential to the pursuit of long-term financial security. I chose this profession because I believe it gives me the opportunity to make a real difference in the lives of the people I work with.Experience has taught me that the biggest obstacle to financial security for most people is their own behavior. That’s why I seek to form trusting, long term relationships with clients, serving as their personal financial coach by:1. Helping them set specific and meaningful goals that are aligned with their values2. Providing them with a comprehensive, personalized plan for effectively pursuing their goals3. Encouraging and motivating them to adopt and consistently practice the productive financial behaviors necessary to successfully execute their plan4. Making strategic adjustments in their plan as their circumstances and goals evolve over timeI don’t believe in shortcuts to financial security. I advocate time-tested financial principles including prudent and responsible debt management, disciplined saving and investing and a thoughtful insurance strategy for managing financial risk. And as an Investment Advisor Representative (IAR), I am held to a fiduciary standard, required in all cases to act in the clients’ best interests.About First CommandFirst Command was founded in 1958 by a retired Air Force officer intent on improving the financial well-being of service members and their families. Today, more than 500 First Command Financial Advisors across the country and abroad are committed to fulfilling the company’s Mission of “Coaching those who serve in their pursuit of financial security”.Periodically I post information regarding my employer First Command Financial Services and the social media usage guidelines that apply to First Command also apply to my pages. Please view them here: https://www.firstcommand.com/social-media-guidelines/
Dave Thompson, Cfp®'s current company
Company context helps verify the profile and gives searchers a useful next step.
Dave Thompson, Cfp® work experience
A career timeline built from the work history available for this profile.
Daily Plan Manager
Colleagues at First Command Financial Services
Other employees you can reach at firstcommand.com. View company contacts for 1155 employees →
Swede Hansen
Colleague at First Command Financial Services
Annapolis, Maryland, United States, United States
View →
KH
Kaitlyn Heller
Colleague at First Command Financial Services
Jacksonville, Florida, United States, United States
View →
WA
William Alan Crow
Colleague at First Command Financial Services
Colorado Springs, Colorado, United States, United States
View →
KL
Kimberley Lamb
Colleague at First Command Financial Services
United States, United States
View →
ML
Melissa Lozano
Colleague at First Command Financial Services
Fort Worth, Texas, United States, United States
View →
AA
Alejandro Andrade
Colleague at First Command Financial Services
Oceanside, California, United States, United States
View →
BO
Brianna Olsen
Colleague at First Command Financial Services
Fairfax, Virginia, United States, United States
View →
DR
David Rhodes
Colleague at First Command Financial Services
Dothan, Alabama, United States, United States
View →
MY
Marc York
Colleague at First Command Financial Services
Fort Worth, Texas, United States, United States
View →
MD
Meagan Daniels
Colleague at First Command Financial Services
Lemoore, California, United States, United States
View →
Dave Thompson, Cfp® education
Master Of Business Administration (M.B.A.), Accounting And Finance
Bachelor Of Science (B.S.), Accounting And Finance
Frequently asked questions about Dave Thompson, Cfp®
Quick answers generated from the profile data available on this page.
What company does Dave Thompson, Cfp® work for?
Dave Thompson, Cfp® works for First Command Financial Services.
What is Dave Thompson, Cfp®'s role at First Command Financial Services?
Dave Thompson, Cfp® is listed as Financial Advisor at First Command Financial Services.
Where is Dave Thompson, Cfp® based?
Dave Thompson, Cfp® is based in Summerville, South Carolina, United States while working with First Command Financial Services.
What companies has Dave Thompson, Cfp® worked for?
Dave Thompson, Cfp® has worked for First Command Financial Services and American Pensions, Inc..
Who are Dave Thompson, Cfp®'s colleagues at First Command Financial Services?
Dave Thompson, Cfp®'s colleagues at First Command Financial Services include Swede Hansen, Kaitlyn Heller, William Alan Crow, Kimberley Lamb, and Melissa Lozano.
How can I contact Dave Thompson, Cfp®?
You can use AeroLeads to view verified contact signals for Dave Thompson, Cfp® at First Command Financial Services, including work email, phone, and LinkedIn data when available.
What schools did Dave Thompson, Cfp® attend?
Dave Thompson, Cfp® holds Master Of Business Administration (M.B.A.), Accounting And Finance from Charleston Southern University.
Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.
Start free trialCheck these profiles if this is not the Dave Thompson, Cfp® you were looking for.
View similar profiles