Dave Talbot

Certified Financial Planner (CFP®)

Dave Talbot is a Certified Financial Planner (CFP®) and has been in the financial industry since 2006. He has made it his personal mission to help families get off on the right foot by helping them identify their goals and maximize their savings. Having five daughters has fueled Dave’s passion to help the younger generation save and prepare for the future. He focuses on families and their elders as he is a Certified Elder Planning Specialist (CEPS), but he meets with clients of all ages to design a plan for them to help them sleep better at night and prepare for what is next with confidence.

He holds his Series 7 (The General Securities Representative Qualification) and Series 66 (Uniform Investment Advisor Combined State Laws) licenses and is insurance licensed for both health and life. Dave has earned both his CFP® and CEPS designations. He is a member of the financial organizations NAIFA and FSI, and is also an Ambassador for Main Street Philanthropy.

Dave served our country across the globe in the U.S. Navy as a Hospital Corpsman. Currently, he has four beautiful daughters, a special daughter Martha in heaven, and a wonderful wife Katie. They home-school their children in order to spend more time as a family.

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