Dave M. Valdez

Dave M. Valdez Email and Phone Number

Chief Operating Officer at Alaska Wealth Advisors @ Alaska Wealth Advisors
Dave M. Valdez's Location
Anchorage, Alaska, United States, United States
Dave M. Valdez's Contact Details
About Dave M. Valdez

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.

Dave M. Valdez's Current Company Details
Alaska Wealth Advisors

Alaska Wealth Advisors

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Chief Operating Officer at Alaska Wealth Advisors
Dave M. Valdez Work Experience Details
  • Alaska Wealth Advisors
    Chief Operating Officer
    Alaska Wealth Advisors Sep 2023 - Present
    Anchorage, Alaska, United States
  • Alaska Wealth Advisors
    Director
    Alaska Wealth Advisors Jan 2023 - Sep 2023
    Anchorage, Alaska, United States
  • United States Air Force
    Deputy Inspector General Joint Force Headquarters Alaska
    United States Air Force Apr 2022 - Present
    United States
  • United States Air Force
    Deputy Director J4 Joint Force Headquarters Alaska
    United States Air Force Dec 2018 - Apr 2022
    Joint Base Elmendorf Richardson
  • United States Air Force
    Air Logistics Planner J4 Joint Force Headquarters Alaska
    United States Air Force Jun 2018 - Dec 2018
    Joint Base Elmendorf Richardson
  • United States Air Force
    Commander, 168Th Mof
    United States Air Force Dec 2015 - Jun 2018
    Eielson Air Force Base
  • United States Air Force
    Mx Officer, 168Th Mxs
    United States Air Force Dec 2012 - Dec 2015
    Eielson Air Force Base
  • United States Air Force
    Executive Officer, 168Th Mxg
    United States Air Force Sep 2010 - Dec 2012
    Eielson Air Force Base
  • Bean'S Cafe
    Executive Board Member
    Bean'S Cafe Oct 2023 - Present
    Anchorage, Alaska, United States
    Beans Cafe Mission:We exist to fight hunger for all ages, one meal at a time while providing a pathway to self-sufficiency with dignity and respect.
  • Arbor Capital Managment, Inc.
    Director
    Arbor Capital Managment, Inc. Dec 2021 - Jan 2023
    Greater Seattle Area
    Wealth Strategist & Financial Planner
  • Charles Schwab
    Institutional Relationship Manager
    Charles Schwab Jun 2011 - Dec 2021
    Seattle, Washington, United States
    Institutional Relationship Manager, Advisor Services (May 2020-Dec 2021)Divisional Manager, Investment Products & Guidance (Aug 2018-May 2020)Regional Manager, Talent & Organization Development (June 2016-Aug 2018)VP, Branch Manager (Jan 2012-June 2016)VP, Financial Consultant (June 2011-Jan 2012)
  • Bean'S Cafe
    Executive Board Member
    Bean'S Cafe Apr 2010 - Jun 2016
    Anchorage, Alaska

Dave M. Valdez Skills

Leadership Management Public Speaking Microsoft Office Program Management Finance Strategic Planning Investments Training

Dave M. Valdez Education Details

Frequently Asked Questions about Dave M. Valdez

What company does Dave M. Valdez work for?

Dave M. Valdez works for Alaska Wealth Advisors

What is Dave M. Valdez's role at the current company?

Dave M. Valdez's current role is Chief Operating Officer at Alaska Wealth Advisors.

What is Dave M. Valdez's email address?

Dave M. Valdez's email address is da****@****ail.com

What is Dave M. Valdez's direct phone number?

Dave M. Valdez's direct phone number is +190733*****

What schools did Dave M. Valdez attend?

Dave M. Valdez attended Albers School Of Business And Economics At Seattle University, University Of Alaska Anchorage College Of Business And Public Policy, Usaf Air Command And Staff College, Usaf Squadron Officer School, Academy Of Military Science.

What are some of Dave M. Valdez's interests?

Dave M. Valdez has interest in Photograph, Kids, Cooking, Exercise, Investing, Traveling, Outdoors, Electronics, Home Improvement, Reading.

What skills is Dave M. Valdez known for?

Dave M. Valdez has skills like Leadership, Management, Public Speaking, Microsoft Office, Program Management, Finance, Strategic Planning, Investments, Training.

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