Wealth Advisor
Current
May 2022 - Present
AeroLeads people directory · profile
David Riffe, Cfp®, Aif® Email & Phone Number
Wealth Advisor
at
Mercer Advisors
1 work email found
@firstinterstatebank.com
2 phones found area 208
LinkedIn matched
✓ Verified May 2026
4 data sources
Profile completeness 100%
Current company
Role
Wealth Advisor
Location
Boise Metropolitan Area, United States, United States
Who is David Riffe, Cfp®, Aif®? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
David Riffe, Cfp®, Aif® is listed as Wealth Advisor at Mercer Advisors, based in Boise Metropolitan Area, United States, United States. AeroLeads shows a work email signal at firstinterstatebank.com, phone signal with area code 208, and a matched LinkedIn profile for David Riffe, Cfp®, Aif®.
David Riffe, Cfp®, Aif® previously worked as Wealth Management Advisor at First Interstate and Director of Sales at Gem State Financial Group. David Riffe, Cfp®, Aif® holds B.A., International Economics from University Of Washington.
Company email context
Email format at Mercer Advisors
This section adds company-level context without repeating David Riffe, Cfp®, Aif®'s masked contact details.
*@firstinterstatebank.com
68% confidence
AeroLeads found 1 current-domain work email signal for David Riffe, Cfp®, Aif®. Compare company email patterns before reaching out.
Profile bio
About David Riffe, Cfp®, Aif®
Experienced leader with a demonstrated history of working in the financial services industry. Skilled in wholistic financial planning, wealth management, and risk management.
Listed skills include Coaching, Recruiting, Disability Insurance, Retirement Planning, and 2 others.
Current workplace
David Riffe, Cfp®, Aif®'s current company
Company context helps verify the profile and gives searchers a useful next step.
11 roles
David Riffe, Cfp®, Aif® work experience
A career timeline built from the work history available for this profile.
Wealth Management Advisor
Feb 2021 - May 2022
Director Of Sales
Jun 2019 - Feb 2021
Sales Manager
Nov 2016 - Jun 2019
Managing Principal & Choice Financial Advisor
- As the Managing Principal of the Boise, ID offices of Waddell & Reed, I worked to develop a team of financial advisors and office staff. Some of my day-to-day activities included:
- Recruiting, selection and licensing of field leaders and financial advisors to one of two Waddell & Reed platforms.
- Coaching financial advisors as they seek to build efficient, unique and growing practices.
- Removing roadblocks that impede field leader and financial advisor success.
- Executing frontline supervision, identifying and addressing supervisory issues as needed.
- Guiding financial advisors in developing succession strategies as they plan for their own retirement.
Mar 2015 - Nov 2016
Regional Director - Investment Specialist
Jan 2012 - Feb 2015
Vp - Financial Consultant
Aug 2011 - Jan 2012
Director - Investment Management
Oct 2009 - Aug 2011
Senior Manager And Senior Financial Advisor
Aug 2007 - Apr 2009
Sr. Vp Wealth Management And Business Development
Conover Securities And Conover Capital Management
Jan 2007 - Aug 2007
Financial Advisor And Financial Planning Specialist
Jun 2001 - Jan 2007
2 education records
David Riffe, Cfp®, Aif® education
B.A., International Economics
University Of Washington
Executive Certificate, Financial Planning
Uw Foster School Of Business
FAQ
Frequently asked questions about David Riffe, Cfp®, Aif®
Quick answers generated from the profile data available on this page.
What company does David Riffe, Cfp®, Aif® work for?
David Riffe, Cfp®, Aif® works for Mercer Advisors.
What is David Riffe, Cfp®, Aif®'s role at Mercer Advisors?
David Riffe, Cfp®, Aif® is listed as Wealth Advisor at Mercer Advisors.
What is David Riffe, Cfp®, Aif®'s email address?
AeroLeads has found 1 work email signal at @firstinterstatebank.com for David Riffe, Cfp®, Aif® at Mercer Advisors.
What is David Riffe, Cfp®, Aif®'s phone number?
AeroLeads has found 2 phone signal(s) with area code 208 for David Riffe, Cfp®, Aif® at Mercer Advisors.
Where is David Riffe, Cfp®, Aif® based?
David Riffe, Cfp®, Aif® is based in Boise Metropolitan Area, United States, United States while working with Mercer Advisors.
What companies has David Riffe, Cfp®, Aif® worked for?
David Riffe, Cfp®, Aif® has worked for Mercer Advisors, First Interstate, Gem State Financial Group, Massmutual Idaho, and Waddell & Reed.
How can I contact David Riffe, Cfp®, Aif®?
You can use AeroLeads to view verified contact signals for David Riffe, Cfp®, Aif® at Mercer Advisors, including work email, phone, and LinkedIn data when available.
What schools did David Riffe, Cfp®, Aif® attend?
David Riffe, Cfp®, Aif® holds B.A., International Economics from University Of Washington.
What skills is David Riffe, Cfp®, Aif® known for?
David Riffe, Cfp®, Aif® is listed with skills including Coaching, Recruiting, Disability Insurance, Retirement Planning, Securities, and Interviewing.
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