Director of Financial Planning
As a CFP® Professional, Dave's role is to help individuals, families and business owners achieve their life goals and objectives, through the creation of a personalized Financial Plan and using implementation strategies normally reserved for the highly affluent.
Dave specializes in Retirement, Estate and Legacy planning; specifically, how to successfully transition from the wealth accumulation phase to the wealth distribution and transfer phases of one's life.
Dave understands that financial goals are not achieved by chance and how overwhelming it might be for someone to try to solve all of their financial goals at once. Financial planning is a life-long process that helps his clients take control of their financial future and helps support the various goals and objectives they would like to achieve throughout their lifetime.
Some key objectives could be to minimize the impact of taxes, create a predictable, sustainable, increasing, lifetime retirement income, provide education funding and tax efficiently transfer any desired assets to heirs and charitable organizations.
Professional Experience
Dave Jones holds the Certified Financial PlannerTM certification and is an Investment Advisor Representative for Select Portfolio Management, Inc. (SPM) and Select Money Management, Inc. (SMM). He is also a Registered Representative (Series 7, 63, and 66) with Securities Equity Group, member FINRA & SIPC. After a 24-year career with Hewlett Packard and a life-long focus on his own financial planning, Dave discovered that most advisors used basic approaches targeted for the general public that were not customized for specific situations, goals, time frames or risk tolerance. The basic approaches were very inefficient and lacked the integrated wealth management approach used by the more affluent.
Dave followed his passion for personal financial planning and joined the SPM team as an Investment Advisor Representative and Wealth Advisor and is currently their Director of Financial Planning.
Dave uses a consultative approach to help him create a personalized and comprehensive wealth management plan. He then continually educates his clientele on designs and implementation of some of the most advanced and proven wealth management strategies in the marketplace to help guide them toward achieving their overall life goals.
Within the Community, Dave currently serves on the UC Irvine Paul Merage School of Business Dean's Advisory Board, as well as serving as Chair of their Dean's Leadership Circle. In the past, Dave also served on the Advisory Board for UCI's Paul Merage School of Business Center for Investment and Wealth Management.
Securities offered through Securities Equity Group
Member FINRA & SIPC
CA Insurance License # 0E65326
Education
Integrated Wealth Management Team
White Papers & Sample Financial Plan
Contact Dave at:
- 26800 Aliso Viejo Pkwy., Suite 150, Aliso Viejo, CA 92656
- TEL: (800) 445-9822, (949) 975-7900, (949) 900-8176 (direct)
- FAX: (949) 900-8181
- EMAIL: dave.jones@selectportfolio.com