David Demars, Mba, Cfp, Clu, Chfc Email and Phone Number
David Demars, Mba, Cfp, Clu, Chfc work email
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David Demars, Mba, Cfp, Clu, Chfc personal email
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David Demars, Mba, Cfp, Clu, Chfc phone numbers
My wife and I enjoy spending time with our 7 children. We enjoy mountain biking in the sun, and skiing in the snow. As a 27 year Wealth Manager veteran, at Demars Financial Group LLC we specialize in Investment Advisory Services, Retirement Income Planning, Estate Planning, Personal Tax Planning. I participated in the community by giving my time to my church and teaching Finance as an adjunct professor to the MBA students at Gonzaga University. I have a passion for helping my clients accumulate and preserve their wealth through diversified investments and personal tax planning.Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer. Member FINRA/SIPC. finra.org sipc.org.Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
Demars Financial Group
View- Website:
- demarsfinancial.com
- Employees:
- 15
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Owner And Managing PartnerDemars Financial GroupSpokane, Wa, Us -
Owner & Managing PartnerDemars Financial Group Jan 1997 - PresentSpokane, Washington AreaAs Owner & Managing Partner of Demars Financial Group LLC, I provide services including:-Portfolio Oversight-Investment Advisory-Retirement Income Planning-Personal Tax Planning-Personal Estate Planning -
Owner & Managing PartnerFidelity Financial Services Inc Aug 2017 - PresentKenai, Ak
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ConsultantPrice Waterhouse Management Consultants 1993 - 1996Dallas/Fort Worth Area; Tampa Fl, Cleveland, Oh, Caracas, Venezuela
David Demars, Mba, Cfp, Clu, Chfc Skills
David Demars, Mba, Cfp, Clu, Chfc Education Details
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Overall Gpa 3.79 -
Finance And Financial Management Services -
Financial Planning And Services -
Finance
Frequently Asked Questions about David Demars, Mba, Cfp, Clu, Chfc
What company does David Demars, Mba, Cfp, Clu, Chfc work for?
David Demars, Mba, Cfp, Clu, Chfc works for Demars Financial Group
What is David Demars, Mba, Cfp, Clu, Chfc's role at the current company?
David Demars, Mba, Cfp, Clu, Chfc's current role is Owner and Managing Partner.
What is David Demars, Mba, Cfp, Clu, Chfc's email address?
David Demars, Mba, Cfp, Clu, Chfc's email address is sb****@****t.co.za
What is David Demars, Mba, Cfp, Clu, Chfc's direct phone number?
David Demars, Mba, Cfp, Clu, Chfc's direct phone number is +150989*****
What schools did David Demars, Mba, Cfp, Clu, Chfc attend?
David Demars, Mba, Cfp, Clu, Chfc attended Gonzaga University Graduate School Of Business, College For Financial Planning, The American College, Brigham Young University.
What skills is David Demars, Mba, Cfp, Clu, Chfc known for?
David Demars, Mba, Cfp, Clu, Chfc has skills like Customer Service, Strategic Planning, Leadership, Finance, Retirement Planning, Team Building, Estate Planning, Management, Public Speaking, Financial Advisory, Personal Tax Planning, Investment Advisory.
Who are David Demars, Mba, Cfp, Clu, Chfc's colleagues?
David Demars, Mba, Cfp, Clu, Chfc's colleagues are Mustafa Altun, Liz Plumb, Tommie Morris, Sandrine Dendievel, Taylor Demars, Cfp®, Mba, Ted Demars.
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