Director of Financial Planning
As a CFP® Professional, Dave's role is to help individuals, families and business owners uncover opportunities to improve their overall financial situation through the implementation of wealth management strategies normally reserved for the highly affluent.
Dave specializes in retirement planning and specifically, how to successfully transition from the wealth accumulation phase to the wealth distribution phase of someone's life.
Dave knows that financial planning is a life-long process that helps his clients take control of their financial future. In order to help create a predictable, sustainable, increasing, lifetime retirement income, he understands it starts with an integrated wealth management plan.
Dave listens closely to his clients to understand their unique goals and objectives. He then identifies any deficiencies in their current financial situation, the financial consequences of those issues and any changes needed to help achieve their specific goals and objectives.
Professional Experience
David Jones holds the Certified Financial PlannerTM certification and is an Investment Advisor Representative for Select Portfolio Management, Inc (SPM). He is also a Registered Representative (Series 7, 63, and 66) with Securities Equity Group, member FINRA, SIPC, MSRB. 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 for 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 wealth management goals.
Within the Community, Dave is the Advisory Board Chair of the UC Irvine, Paul Merage School of Business, Dean's Leadership Circle.
CA Insurance License # 0E65326
Education
Integrated Wealth Management Team
White Papers & Sample Financial Plan
Contact Dave Jones 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