Dave Shepherd Email & Phone Number
President
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Dave Shepherd Location
- Tucson, AZ, US
Dave Shepherd Work
- 1986 -now President @ Shepherd Wealth & Retirement
- 2013 -2014 Academy Member @
- 1982 -1986 Agent @ Equitable Life & Casualty
Dave Shepherd Education
- Kearney State College
Bachelor of Science (BS) (Business)
1977-1981 - Gretna High School 1973-1976
Dave Shepherd Skills
- Income Protection
- Estate Planning
- Charitable Gift Planning
- Investment Management
- Wealth Preservation Planning
- Individual Pension Plans
- Employee Stock Options
- Inheritance Tax Planning
- 401k Rollovers
- Manager Selection
- Multi-generational wealth transfer
- Gifting Strategies
- Retirement Plan Consulting
- Multi-generational Planning
- Investment Policy Development
- Intergenerational Wealth Transfer
- Charitable Remainder Trusts
- Multi Generational Planning
- Multi Generational Wealth Transfer
- Wealth Management
- Comprehensive Planning
- Strategic Financial Planning
- Portfolio Management
- Money Management
- Tactical Asset Allocation
- Investment Advisory
- Investment Strategies
- Retirement Planning
- Alternative Investments
- Financial Services
- Absolute Return
- Concentrated Stock Management
- Retirement Benefits
- Risk Budgeting
Dave Shepherd Summary
- Dave Shepherd, based in Tucson, AZ, US, is currently a President at Shepherd Wealth & Retirement. Dave Shepherd brings experience from previous roles at National Speakers Association and Equitable Life & Casualty. Dave Shepherd holds a 1977 - 1981 Bachelor of Science (BS) in Business @ Kearney State College. With a robust skill set that includes Income Protection, Estate Planning, Charitable Gift Planning, Investment Management, Wealth Preservation Planning and more. Dave Shepherd has 1 emails and 4 mobile phone numbers on RocketReach.
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