David Dick, Cfp

David Dick, Cfp Email and Phone Number

Owner at Financial Plan, Inc. @ Financial Plan, Inc.
2115 Barkley Blvd,
David Dick, Cfp's Location
Bellingham, Washington, United States, United States
David Dick, Cfp's Contact Details

David Dick, Cfp work email

David Dick, Cfp personal email

n/a

David Dick, Cfp phone numbers

About David Dick, Cfp

Financial Plan, Inc. is a fee-only Registered Investment Advisor located in Bellingham, WA. All of our financial planners hold the CFP® professional designation and specialize in a variety of wealth management services including: Asset Management, Risk Management, Retirement Planning, Tax Planning, and Estate Planning. As elite Bellingham Financial Advisors, we focus on building comprehensive, objective financial plans tailored to the unique financial situations of our clients.

David Dick, Cfp's Current Company Details
Financial Plan, Inc.

Financial Plan, Inc.

View
Owner at Financial Plan, Inc.
2115 Barkley Blvd,
Website:
financialplaninc.com
Employees:
17
David Dick, Cfp Work Experience Details
  • Financial Plan, Inc.
    Principal And Cco
    Financial Plan, Inc. Mar 2000 - Present
    Bellingham, Wa
    Build and implement comprehensive financial plans for pre-retirees and retired people, couples, widows, etc. I also work with several foundations, associations and reserve funds
    View
  • Stone Ministries, Inc
    Director Of Development
    Stone Ministries, Inc Sep 1990 - Jan 2000
    Visalia, Ca
    Day to day leadership. Rehearsal, concert director, logistics, international relations, team building, development.

David Dick, Cfp Skills

Strategic Financial Planning Investment Advisory Financial Analysis Wealth Management Public Speaking Team Leadership Financial Reporting Leadership Development Microsoft Excel Widows Divorcees

David Dick, Cfp Education Details

Frequently Asked Questions about David Dick, Cfp

What company does David Dick, Cfp work for?

David Dick, Cfp works for Financial Plan, Inc.

What is David Dick, Cfp's role at the current company?

David Dick, Cfp's current role is Owner at Financial Plan, Inc..

What is David Dick, Cfp's email address?

David Dick, Cfp's email address is da****@****lpl.com

What is David Dick, Cfp's direct phone number?

David Dick, Cfp's direct phone number is +136071*****

What schools did David Dick, Cfp attend?

David Dick, Cfp attended Boston University, Ottawa University.

What are some of David Dick, Cfp's interests?

David Dick, Cfp has interest in Family, Cooking, Technology, Meat Smoking, Music, Sports, Fishing.

What skills is David Dick, Cfp known for?

David Dick, Cfp has skills like Strategic Financial Planning, Investment Advisory, Financial Analysis, Wealth Management, Public Speaking, Team Leadership, Financial Reporting, Leadership Development, Microsoft Excel, Widows, Divorcees.

Who are David Dick, Cfp's colleagues?

David Dick, Cfp's colleagues are Gabriel Twining, James B Twining, Cfp®, Nathan Twining, Cfp®, Kelsey Martin, Cfp®, Devin Wolf, Cfp®, Justin Gross, Cfp®, Andrew Zender, Cfp®.

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