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Dave Whiteside, Cfp® Email & Phone Number

CFP® & Financial Advisor at Virginia Asset Management at Virginia Asset Management
Location: Mechanicsville, Virginia, United States 3 work roles 1 school
1 phone found area 804 LinkedIn matched
✓ Verified May 2026 4 data sources Profile completeness 100%

Contact Signals · 1 phone

Direct phone (804) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Role
CFP® & Financial Advisor at Virginia Asset Management
Location
Mechanicsville, Virginia, United States
Company size

Who is Dave Whiteside, Cfp®? Overview

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Quick answer

Dave Whiteside, Cfp® is listed as CFP® & Financial Advisor at Virginia Asset Management at Virginia Asset Management, a company with 97 employees, based in Mechanicsville, Virginia, United States. AeroLeads shows phone signal with area code 804 and a matched LinkedIn profile for Dave Whiteside, Cfp®.

Dave Whiteside, Cfp® previously worked as Financial Advisor at Virginia Asset Management and Sales Manager at United Insurance Company Of America. Dave Whiteside, Cfp® holds Physics from Virginia Tech University.

Company email context

Email format at Virginia Asset Management

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Virginia Asset Management

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Profile bio

About Dave Whiteside, Cfp®

Dave lives in Mechanicsville with his wife and is a graduate of Virginia Tech. As a financial advisor, Dave has built his practice around the people in his community advising them in preparing for their goals while protecting what is most important. Together, they design strategies that navigate the road to financial independence. Building wealth, whether personally or thru a closely held business, involves proper planning including reducing risk.Dave is a Certified Financial Planner™ professional providing investment advice, insurance (life, disability, long term care), retirement solutions, and estate planning.Securities offered through Cetera Advisor Networks LLC, member FINRA/SIPC. Advisory Services offered through Cetera Investment Advisers LLC, a registered investment adviser. Cetera is under separate ownership from any other named entity.

Listed skills include Employee Benefits, Retirement, Disability Insurance, Small Business, and 11 others.

Current workplace

Dave Whiteside, Cfp®'s current company

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Virginia Asset Management
Virginia Asset Management
CFP® & Financial Advisor at Virginia Asset Management
midlothian, virginia, united states
Website
Employees
97
AeroLeads page
3 roles

Dave Whiteside, Cfp® work experience

A career timeline built from the work history available for this profile.

Financial Advisor

Current

Midlothian, Virginia

Financial Planning, Insurance Planning, and Investment Advisory for Retirees and Closely Held Businesses, focusing on Succession Planning.Securities offered through Cetera Advisor Networks LLC, member FINRA/SIPC. Advisory services offered through Cetera Investment Advisers LLC, a registered investment adviser. Cetera is under separate ownership from any.

Jul 2013 - Present

Sales Manager

United Insurance Company Of America
Dec 2005 - Oct 2012

Agent, Associate Manager, Worksite Specialist

American General Life & Accident; Home Beneficial
Jun 1995 - Dec 2005
Team & coworkers

Colleagues at Virginia Asset Management

Other employees you can reach at vamllc.com. View company contacts for 97 employees →

1 education record

Dave Whiteside, Cfp® education

  • Virginia Tech University
    Virginia Tech University
    Physics
FAQ

Frequently asked questions about Dave Whiteside, Cfp®

Quick answers generated from the profile data available on this page.

What company does Dave Whiteside, Cfp® work for?

Dave Whiteside, Cfp® works for Virginia Asset Management.

What is Dave Whiteside, Cfp®'s role at Virginia Asset Management?

Dave Whiteside, Cfp® is listed as CFP® & Financial Advisor at Virginia Asset Management at Virginia Asset Management.

What is Dave Whiteside, Cfp®'s phone number?

AeroLeads has found 1 phone signal(s) with area code 804 for Dave Whiteside, Cfp® at Virginia Asset Management.

Where is Dave Whiteside, Cfp® based?

Dave Whiteside, Cfp® is based in Mechanicsville, Virginia, United States while working with Virginia Asset Management.

What companies has Dave Whiteside, Cfp® worked for?

Dave Whiteside, Cfp® has worked for Virginia Asset Management, United Insurance Company Of America, and American General Life & Accident; Home Beneficial.

Who are Dave Whiteside, Cfp®'s colleagues at Virginia Asset Management?

Dave Whiteside, Cfp®'s colleagues at Virginia Asset Management include Kathleen Maxey, Ryan Brame, Sarah Pfeffer, Lesli Henry, and Alex Larou.

How can I contact Dave Whiteside, Cfp®?

You can use AeroLeads to view verified contact signals for Dave Whiteside, Cfp® at Virginia Asset Management, including work email, phone, and LinkedIn data when available.

What schools did Dave Whiteside, Cfp® attend?

Dave Whiteside, Cfp® holds Physics from Virginia Tech University.

What skills is Dave Whiteside, Cfp® known for?

Dave Whiteside, Cfp® is listed with skills including Employee Benefits, Retirement, Disability Insurance, Small Business, Retirement Planning, Fixed Annuities, Financial Services, and Business Intelligence.

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