Dave Homan Email & Phone Number
Financial Planner @ Willow Creek Wealth Management
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Dave Homan Location
- Sebastopol, CA, US
Dave Homan Work
- Financial Planner @ (March 2013 - Present)
- Owner @ (May 2020 - April 2023)
- Owner @ (June 2012 - April 2023)
- Senior Wealth Advisor @ (April 2004 - June 2012)
- Systems Analyst @ (October 2001 - April 2004)
Dave Homan Education
- Golden Gate University
MS (Financial Planning)
2005-2007 - California State University, Chico
BS (Business: Management Information Systems)
1999-2001 - El Molino
Dave Homan Skills
- Certified Financial Planner
- Financial Advisory
- Investment Advisory Services
- Investment Management
- Investments
- Retirement Planning
- Tax Planning
- Small Business
- Real Estate
- Web Content Management
- Personal Financial...
- Financial Planning
- Wealth Management
- Wealth Management...
- Investment Advisory
- Investment Strategies
- Financial Services
- Personal Financial Planning
- Wealth Management Services
Dave Homan Summary
- Dave Homan, based in Sebastopol, CA, US, is currently a Financial Planner at Willow Creek Wealth Management. Dave Homan brings experience from previous roles at Winsite Digital, Intersect.Marketing, Private Ocean and Capco. Dave Homan holds a 2005 - 2007 MS in Financial Planning @ Golden Gate University. With a robust skill set that includes Certified Financial Planner, Financial Advisory, Investment Advisory Services, Investment Management, Investments and more. Dave Homan has 2 emails and 2 mobile phone numbers on RocketReach.
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Top Willow Creek Wealth Management Employees
Dave Homan
Financial Planner
Sebastopol, CA, US
Beverly Hanson
Director of Operations
Sebastopol, CA, US
Lori Cronin
Client Services Associate
California, United States
David Lawrence
Financial Advisor
Mill Valley, CA, US
Timothy Admire
President and CEO, Managing Partner
Windsor, CA, US
Kelly Noonan
Chief Operating Officer
Windsor, CA, US
Jacob Weber
Wealth Advsior
Santa Rosa, CA, US
Cesar Gonzalez
Investment Operations Associate
California, United States
Griffin Sheehy
Portfolio Manager
Napa, CA, US
Joey Bakalian
owner
College Station, TX, US
Anthea McDonald-Abbott
Senior Client Service Associate
Santa Rosa, CA, US
Claire Pollock
Client Service Support Associate
California, United States
Nancy Spallino
Partner
California, United States
Myles Berry
Trading Associate
Berkeley, CA, US
Maddie Ellingson
Client Service Associate
California, United States
Eric Keating
Wealth Advisor
Sebastopol, CA, US
Bruce Dzieza
Chairman of the Board
Sebastopol, CA, US
Mark Keating
Wealth Management Advisor
Santa Rosa, CA, US
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