Since 2019, Dave Gardner has been working in Mercer Advisors located 3, 3. This professional is a well-qualified Vice President and Senior Client Advisor with over 24 years of work experience. According to Dave's resume and work profile, the professional has worked at more than ten companies with numerous backgrounds and got different skills. Dave attended school at the College For Financial Planning from 2003 to 2004. Dave Gardner can be found in Boulder, Colorado – where this expert is currently located. You can search for this professional's phone number and email. We can also provide you detailed contact information upon request.
Name variants:
David Gardner
Contact Information
Workplace
Vice President and Senior Client Advisor
Santa Barbara, CA
Industry
Financial Services, Investment Advice, Financial Planning Consultants
Colleagues
Work History
Vice President and Senior Client Advisor
1200 17Th St, Denver, CO 80202
As a senior client advisor, Dave works with families to provide independent, tax-focused, and comprehensive financial advice. Mercer Advisors is a pioneer and leader in fee-only financial ad...
from 2019
Founding Partner
Boulder, CO
Confluence Financial Advisors (CFA) provides fee-only financial planning and investment management to families, individuals, and entrepreneurs. CFA was formed through the merger of Yellowsto...
2015 — 2019
Lecturer
Teach upper division undergraduate course in Retirement Planning (FNCE 3040), in the Personal Financial Planning program in the Finance Department at the Leeds School of Business at the Univ...
from 2018
Owner and Certified Financial Plannerâ
Founder and owner of Yellowstone Financial, a Boulder, Colorado, fee-only firm offering comprehensive financial planning to families, business owners, and professionals.
2007 — 2015
President, Member of Board of Directors
2601 Iron Gate Dr SUITE 101, Wilmington, NC 28412
President and Member of Board of Directors of ACP, a national group of comprehensive, fee-only financial planners.
Jul 2009 — Jul 2012
Personal Finance Columnist
2500 55Th St SUITE 210, Boulder, CO 80301
I write a biweekly personal finance column, Money Talks, for the Daily Camera, which is a daily newspaper based in Boulder, Colorado. You can find the column online here: http://www.dailycam...
from 2008
Education
2003 — 2004
1996 — 1998
1988 — 1992
Occupations
Executive
Vice President
Advisor
Leader
Accountant
Finance and Accounting Specialist
Partner
Real Estate Broker
Licensed Real Estate Broker
Chief Executive
Managers
Accounting Bookkeeper
Bookkeeper
Property Manager
Real Estate Manager
Skills
Strategic Financial Planning
Estate Planning
Investment Management
Insurance
Budgets
Investment Advisory
Retirement Planning
Investments
Asset Allocation
Wealth Management
Investment Strategies
Financial Advisory
Personal Finance
Portfolio Management
Retirement
Wealth
Financial Planners
Risk Management
Strategic Planning
Public Speaking