David Holaday, Chfc, Cap

David Holaday, Chfc, Cap Email and Phone Number

Experienced advisor with a long history designing advanced strategies. Skilled in Income Tax Planning, Philanthropy, Estate Tax Planning, and Exit Planning for High Net Worth Families. Author—Speaker—Trainer—Consultant. @ Wealth Design Consultants, LLC
westfield, indiana, united states
David Holaday, Chfc, Cap's Location
Carmel, Indiana, United States, United States
David Holaday, Chfc, Cap's Contact Details

David Holaday, Chfc, Cap work email

David Holaday, Chfc, Cap personal email

n/a
About David Holaday, Chfc, Cap

David Holaday, Chfc, Cap is a Experienced advisor with a long history designing advanced strategies. Skilled in Income Tax Planning, Philanthropy, Estate Tax Planning, and Exit Planning for High Net Worth Families. Author—Speaker—Trainer—Consultant. at Wealth Design Consultants, LLC. He possess expertise in chartered advisor in philanthropy, family business transition planning, estate tax elimination planning, advanced wealth design planning, public speaking and 45 more skills. Colleagues describe him as "I see Dave a couple of times a year around the country and have utilized his expertise more than once and plan on doing more consults and planning with him. He provides clean work and ask great questions. Hopefully we we have a lot more opportunities to work together."

David Holaday, Chfc, Cap's Current Company Details
Wealth Design Consultants, LLC

Wealth Design Consultants, Llc

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Experienced advisor with a long history designing advanced strategies. Skilled in Income Tax Planning, Philanthropy, Estate Tax Planning, and Exit Planning for High Net Worth Families. Author—Speaker—Trainer—Consultant.
westfield, indiana, united states
Website:
wdcplan.com
Employees:
2
David Holaday, Chfc, Cap Work Experience Details
  • Wealth Design Consultants, Llc
    Owner
    Wealth Design Consultants, Llc 1998 - Present
    We offer advanced tax planning design, analysis, and report-writing services to professional wealth planning organizations and individuals. Clients of the firm include lawyers, wealth advisors and family offices. • Income tax reduction and deferral• Individual wealth transfer strategies• Insurance and estate tax planning• Business succession planning• Wealth preservation and diversification• Cash flow planning and integrated financial forecasts• Charitable giving design • Family foundations
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David Holaday, Chfc, Cap Skills

Chartered Advisor In Philanthropy Family Business Transition Planning Estate Tax Elimination Planning Advanced Wealth Design Planning Public Speaking Simplifying The Complex Multi Generational Planning Business Transition Planning Wealth Estate Tax Planning Estate Planning Retirement Financial Advisory Tax Analysis Portfolio Management Wealth Management Services Family Office Llc Estate Administration Wealth Management Investment Management Asset Allocation Financial Planners Succession Planning Retirement Planning Marketing Fixed Annuities Management Trusts Asset Protection Charities High Net Worth Individuals Philanthropy Investment Advisory Insurance Strategic Financial Planning Alternative Investments Small Business Investment Strategies Iras Project Planning Wealth Preservation Planning Personal Finance Personal Financial Planning 401k Certified Financial Planner Wealth Accumulation Investments Financial Planning

David Holaday, Chfc, Cap Education Details

  • American College
    American College
    Financial Planning
  • Richard D. Irwin Graduate School Of The American College
    Richard D. Irwin Graduate School Of The American College
    Chartered Advisor In Philanthropy (Cap®)
  • University Of Virginia
    University Of Virginia
    Chemical Engineering
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Frequently Asked Questions about David Holaday, Chfc, Cap

What company does David Holaday, Chfc, Cap work for?

David Holaday, Chfc, Cap works for Wealth Design Consultants, Llc

What is David Holaday, Chfc, Cap's role at the current company?

David Holaday, Chfc, Cap's current role is Experienced advisor with a long history designing advanced strategies. Skilled in Income Tax Planning, Philanthropy, Estate Tax Planning, and Exit Planning for High Net Worth Families. Author—Speaker—Trainer—Consultant..

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What schools did David Holaday, Chfc, Cap attend?

David Holaday, Chfc, Cap attended American College, Richard D. Irwin Graduate School Of The American College, University Of Virginia.

What skills is David Holaday, Chfc, Cap known for?

David Holaday, Chfc, Cap has skills like Chartered Advisor In Philanthropy, Family Business Transition Planning, Estate Tax Elimination Planning, Advanced Wealth Design Planning, Public Speaking, Simplifying The Complex, Multi Generational Planning, Business Transition Planning, Wealth, Estate Tax Planning, Estate Planning, Retirement.

Who are David Holaday, Chfc, Cap's colleagues?

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