David Eldridge Email & Phone Number
President and Financial Planner @ Eldridge Capital Group
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David Eldridge Location
- Phoenix, AZ, US
David Eldridge Work
- Associate Vice President, Wealth Advisor @ (June 2026 - Present)
- President and Financial Planner @ (April 2021 - Present)
- Director, Financial Planning @ (November 2015 - April 2021)
- Business Development Group Investment Consultant @ (May 2014 - November 2015)
- Wealth Accumulation Operations Specialist @ SuttonAdvisors, PLC (August 2010 - April 2014)
- Finance Manager @ Rizzi Designs, LLC (January 2010 - August 2010)
David Eldridge Education
- The Ohio State University
Psychology
2001-2005 - Carroll High School
College/University Preparatory and Advanced High School/Secondary Diploma Program
1997-2001
David Eldridge Skills
- Accounting
- Accounts Receivable
- Analysis
- Asset Management
- Banking
- Behavioral Finance
- Budgets
- Business Planning
- Cash Flow
- Finance
- Financial Advisory
- Financial Analysis
- Financial Modeling
- Financial Planning
- Financial Reporting
- Forecasting
- Holistic Financial Planning
- Independent Financial Advice
- Insurance
- Investments
- Management
- Managerial Finance
- Personal Budgeting
- Portfolio Management
- Process Improvement
- Project Management
- Retirement
- Retirement Planning
- Risk Management
- Strategic Financial Planning
- Strategic Planning
- Tax
David Eldridge Summary
- David Eldridge, based in Phoenix, AZ, US, is currently a President and Financial Planner at Eldridge Capital Group. David Eldridge brings experience from previous roles at Farther, Edelman Financial Engines, Vanguard and SuttonAdvisors, PLC. David Eldridge holds a 2001 - 2005 Psychology @ The Ohio State University. With a robust skill set that includes Accounting, Accounts Receivable, Analysis, Asset Management, Banking and more. David Eldridge has 3 emails and 2 mobile phone numbers on RocketReach.
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