Dave M. Valdez Email & Phone Number

Dave Valdez serves as Chief Operating Officer at Alaska Wealth Advisors . In this capacity, Dave oversees all facets of the firm’s operations, including financial planning, investments, client service, advisor development and recruitment, compliance, and technology. His impressive list of professional designations includes the Chartered Financial Consultant®, Chartered Life Underwriter®, Accredited Investment Fiduciary®, and Certified Wealth Strategist®.Beyond his role at Alaska Wealth Advisors, Dave also holds the position of State Deputy Inspector General at Joint Force Headquarters on Joint Base Elmendorf Richardson, Alaska. His background is a blend of military leadership experience and financial expertise, making him uniquely qualified to assist investors in enhancing, planning, and navigating their financial wellness.Dave’s educational journey includes a bachelor’s degree in Finance from Seattle University’s Albers School of Business & Economics and an MBA with a concentration in Finance from the University of Alaska Anchorage. Prior to joining Alaska Wealth Advisors, he held institutional leadership roles at Charles Schwab and TD Ameritrade, where he provided strategic consulting services to hedge funds and registered investment advisors in the Pacific Northwest.Outside of his professional pursuits, Dave is a diehard Manchester United fan, and enjoys running, skiing, and hiking amidst the breathtaking landscapes of the Chugach National Forest. He shares these adventures with his wife, Amanda, and their two sons, Hudson and Maverick.

Listed skills include Leadership, Management, Public Speaking, Microsoft Office, and 5 others.