Dave Preszler, Cfp®
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Dave Preszler, Cfp® Email & Phone Number

Sr. VP, Financial Advisor, Portfolio Manager, Preszler Wealth Planning, A Service of D.A. Davidson & Co. at D.A. Davidson Companies
Location: Medford, Oregon, United States 5 work roles 3 schools
1 work email found @davidsoncompanies.com 2 phones found area 800 and 406 LinkedIn matched
✓ Verified July 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email · 2 phones

Work email d****@davidsoncompanies.com
Direct phone (800) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
D.A. Davidson Companies
Role
Sr. VP, Financial Advisor, Portfolio Manager, Preszler Wealth Planning, A Service of D.A. Davidson & Co.
Location
Medford, Oregon, United States
Company size
976 employees

Who is Dave Preszler, Cfp®? Overview

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Quick answer

Dave Preszler, Cfp® is listed as Sr. VP, Financial Advisor, Portfolio Manager, Preszler Wealth Planning, A Service of D.A. Davidson & Co. at D.A. Davidson Companies, a with 976 employees, based in Medford, Oregon, United States. AeroLeads shows a work email signal at davidsoncompanies.com, phone signal with area code 800, 406, and a matched LinkedIn profile for Dave Preszler, Cfp®.

Dave Preszler, Cfp® previously worked as Sr. Vice President, Financial Advisor, Portfolio Manager at D.A. Davidson Companies and Financial Advisor at Ubs Wealth Management. Dave Preszler, Cfp® holds Mba, Finance from Marylhurst University.

Company email context

Email format at D.A. Davidson Companies

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*@davidsoncompanies.com
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AeroLeads found 1 current-domain work email signal for Dave Preszler, Cfp®. Compare company email patterns before reaching out.

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Profile bio

About Dave Preszler, Cfp®

As a CERTIFIED FINANCIAL PLANNER™ professional, Dave focuses on coaching clients to clarify their goals and pursue long-term strategies for reaching them. He also serves as a portfolio manager for the team's discretionary investment strategies. He has been a financial advisor since 2005 and holds an MBA in finance from Marylhurst University. He completed his undergraduate degree in English and history at Simpson University.Raised near Yreka, CA, Dave has lived in the Rogue Valley since 1997 and is an active member of the community. He currently serves on the Board of Directors for Southern Oregon Estate Planning Council. He is a past president of the Southern Oregon Estate Planning Council and formerly served on the boards of the Chamber of Medford/Jackson County, the Providence Community Health Foundation, the Southern Oregon Sports Commission, Simpson University, Pacific Bible College and the Jackson County Library Foundation. Dave and his wife, Erin, have three children. He enjoys tennis, cycling, skiing and a host of other outdoor activities.

Listed skills include Strategic Financial Planning, Mutual Funds, Investments, Investment Strategies, and 12 others.

Current workplace

Dave Preszler, Cfp®'s current company

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D.A. Davidson Companies
D.A. Davidson Companies
Sr. VP, Financial Advisor, Portfolio Manager, Preszler Wealth Planning, A Service of D.A. Davidson & Co.
great falls, montana, united states
Website
davidsoncompanies.com
Employees
976
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Company profile
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5 roles · 33 years

Dave Preszler, Cfp® work experience

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Team & coworkers

Colleagues at D.A. Davidson Companies

Other employees you can reach at davidsoncompanies.com. View company contacts for 976 employees →

BK Bob Kelly Bob Kelly Colleague at D.A. Davidson CompaniesGreat Falls, Montana, United States View → KB Karen Brandvold Karen Brandvold Colleague at D.A. Davidson CompaniesGreat Falls, Montana, United States View → CH Chenelle Hofman, Fpqp Chenelle Hofman, Fpqp Colleague at D.A. Davidson CompaniesSpokane-Coeur D'Alene Area, United States View → KR Kyle Reep Kyle Reep Colleague at D.A. Davidson CompaniesBurlington, Washington, United States View → SL Shannon Logan Shannon Logan Colleague at D.A. Davidson CompaniesBoise Metropolitan Area, United States View → CO Connor O'Neill Connor O'Neill Colleague at D.A. Davidson CompaniesHenrico, Virginia, United States View → JM Jeremy Mccullough Jeremy Mccullough Colleague at D.A. Davidson CompaniesGreater Seattle Area, United States View → JC Janice Cochrane Janice Cochrane Colleague at D.A. Davidson CompaniesBillings, Montana, United States View → KL Kassie Longfellow, Cws® Kassie Longfellow, Cws® Colleague at D.A. Davidson CompaniesGreat Falls, Montana, United States View → SN Shelley Neibauer Shelley Neibauer Colleague at D.A. Davidson CompaniesBozeman, Montana, United States View →
3 education records

Dave Preszler, Cfp® education

Education record

Yreka High School
FAQ

Frequently asked questions about Dave Preszler, Cfp®

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

What company does Dave Preszler, Cfp® work for?

Dave Preszler, Cfp® works for D.A. Davidson Companies.

What is Dave Preszler, Cfp®'s role at D.A. Davidson Companies?

Dave Preszler, Cfp® is listed as Sr. VP, Financial Advisor, Portfolio Manager, Preszler Wealth Planning, A Service of D.A. Davidson & Co. at D.A. Davidson Companies.

What is Dave Preszler, Cfp®'s email address?

AeroLeads has found 1 work email signal at @davidsoncompanies.com for Dave Preszler, Cfp® at D.A. Davidson Companies.

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

AeroLeads has found 2 phone signal(s) with area code 800, 406 for Dave Preszler, Cfp® at D.A. Davidson Companies.

Where is Dave Preszler, Cfp® based?

Dave Preszler, Cfp® is based in Medford, Oregon, United States while working with D.A. Davidson Companies.

What companies has Dave Preszler, Cfp® worked for?

Dave Preszler, Cfp® has worked for D.A. Davidson Companies, Ubs Wealth Management, Asante Health System, Mail Tribune, and Record Searchlight.

Who are Dave Preszler, Cfp®'s colleagues at D.A. Davidson Companies?

Dave Preszler, Cfp®'s colleagues at D.A. Davidson Companies include Bob Kelly, Karen Brandvold, Chenelle Hofman, Fpqp, Kyle Reep, and Shannon Logan.

How can I contact Dave Preszler, Cfp®?

You can use AeroLeads to view verified contact signals for Dave Preszler, Cfp® at D.A. Davidson Companies, including work email, phone, and LinkedIn data when available.

What schools did Dave Preszler, Cfp® attend?

Dave Preszler, Cfp® holds Mba, Finance from Marylhurst University.

What skills is Dave Preszler, Cfp® known for?

Dave Preszler, Cfp® is listed with skills including Strategic Financial Planning, Mutual Funds, Investments, Investment Strategies, Portfolio Management, Securities, Estate Planning, and Retirement.

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