David Dick, Cfp
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David Dick, Cfp Email & Phone Number

Owner at Financial Plan, Inc. at Financial Plan, Inc.
Location: Bellingham, Washington, United States 2 work roles 2 schools
1 work email found @financialplaninc.com 1 phone found area 360 LinkedIn matched
✓ Verified July 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email · 1 phone

Work email d****@financialplaninc.com
Direct phone (360) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Financial Plan, Inc.
Role
Owner at Financial Plan, Inc.
Location
Bellingham, Washington, United States
Company size
17 employees

Who is David Dick, Cfp? Overview

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Quick answer

David Dick, Cfp is listed as Owner at Financial Plan, Inc. at Financial Plan, Inc., a with 17 employees, based in Bellingham, Washington, United States. AeroLeads shows a work email signal at financialplaninc.com, phone signal with area code 360, and a matched LinkedIn profile for David Dick, Cfp.

David Dick, Cfp previously worked as Principal and CCO at Financial Plan, Inc. and Director of Development at Stone Ministries, Inc. David Dick, Cfp holds Financial Planning, Financial Planning And Services from Boston University.

Company email context

Email format at Financial Plan, Inc.

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*@financialplaninc.com
71% confidence

AeroLeads found 1 current-domain work email signal for David Dick, Cfp. Compare company email patterns before reaching out.

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Profile bio

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.

Listed skills include Strategic Financial Planning, Investment Advisory, Financial Analysis, Wealth Management, and 7 others.

Current workplace

David Dick, Cfp's current company

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Financial Plan, Inc.
Financial Plan, Inc.
Owner at Financial Plan, Inc.
2115 Barkley Blvd,
Website
financialplaninc.com
Employees
17
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Company profile
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2 roles

David Dick, Cfp work experience

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

Principal And Cco

Current
Financial Plan, Inc.

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

Mar 2000 - Present

Director Of Development

Stone Ministries, Inc

Visalia, Ca

Day to day leadership. Rehearsal, concert director, logistics, international relations, team building, development.

Sep 1990 - Jan 2000
Team & coworkers

Colleagues at Financial Plan, Inc.

Other employees you can reach at financialplaninc.com. View company contacts for 17 employees →

NT Nathan Twining, Cfp® Nathan Twining, Cfp® Colleague at Financial Plan, Inc.Bellingham, Washington, United States View → JT Jeanne Twining Jeanne Twining Colleague at Financial Plan, Inc.Bellingham, Washington, United States View → DW Devin Wolf, Cfp® Devin Wolf, Cfp® Colleague at Financial Plan, Inc.Bellingham, Washington, United States View → JB James B Twining, Cfp® James B Twining, Cfp® Colleague at Financial Plan, Inc.Bellingham, Washington, United States View → DQ Dillon Quintana Dillon Quintana Colleague at Financial Plan, Inc.Bellingham, Washington, United States View → GT Gabriel Twining Gabriel Twining Colleague at Financial Plan, Inc.Bellingham, Washington, United States View → KM Kelsey Martin, Cfp® Kelsey Martin, Cfp® Colleague at Financial Plan, Inc.Bellingham, Washington, United States View → AZ Andrew Zender, Cfp® Andrew Zender, Cfp® Colleague at Financial Plan, Inc.Bellingham, Washington, United States View → JG Justin Gross, Cfp® Justin Gross, Cfp® Colleague at Financial Plan, Inc.Bellingham, Washington, United States View →
2 education records

David Dick, Cfp education

Financial Planning, Financial Planning And Services

Boston University

Bachelors, Computer Information Services, Cum Laude

Ottawa University

Activities and Societies: Student Body President, National Track and Field Competitor, Jazz Band, Orchestra, Technology director

FAQ

Frequently asked questions about David Dick, Cfp

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

What company does David Dick, Cfp work for?

David Dick, Cfp works for Financial Plan, Inc..

What is David Dick, Cfp's role at Financial Plan, Inc.?

David Dick, Cfp is listed as Owner at Financial Plan, Inc. at Financial Plan, Inc..

What is David Dick, Cfp's email address?

AeroLeads has found 1 work email signal at @financialplaninc.com for David Dick, Cfp at Financial Plan, Inc..

What is David Dick, Cfp's phone number?

AeroLeads has found 1 phone signal(s) with area code 360 for David Dick, Cfp at Financial Plan, Inc..

Where is David Dick, Cfp based?

David Dick, Cfp is based in Bellingham, Washington, United States while working with Financial Plan, Inc..

What companies has David Dick, Cfp worked for?

David Dick, Cfp has worked for Financial Plan, Inc. and Stone Ministries, Inc.

Who are David Dick, Cfp's colleagues at Financial Plan, Inc.?

David Dick, Cfp's colleagues at Financial Plan, Inc. include Nathan Twining, Cfp®, Jeanne Twining, Devin Wolf, Cfp®, James B Twining, Cfp®, and Dillon Quintana.

How can I contact David Dick, Cfp?

You can use AeroLeads to view verified contact signals for David Dick, Cfp at Financial Plan, Inc., including work email, phone, and LinkedIn data when available.

What schools did David Dick, Cfp attend?

David Dick, Cfp holds Financial Planning, Financial Planning And Services from Boston University.

What skills is David Dick, Cfp known for?

David Dick, Cfp is listed with skills including Strategic Financial Planning, Investment Advisory, Financial Analysis, Wealth Management, Public Speaking, Team Leadership, Financial Reporting, and Leadership Development.

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