David Waldrop Location
- El Dorado Hills, CA, US
David Waldrop Work
- 2008 - now President @
- 2005 - 2008 Vice-President @
- 2005 - 2005 Plan Design Specialist @
- 2001 - 2005 Financial Planner and Financial Consultant Associate @
David Waldrop Education
- California Polytechnic State University-San Luis Obispo
Bachelor of Arts (Political Science)
1996 - 1998 - The American College
CERTIFIED FINANCIAL PLANNER™ (Financial Planning)
- The American College
CHARTERED LIFE UNDERWRITER™ (Life Insurance)
David Waldrop Skills
- Financial Advisory
- Series 63
- Insurance
- Retirement Planning
- Financial Planning
- Portfolio Management
- IRAs
- CLU
- Investments
- Finance
- 401k
- Investment Advisory
- Asset Allocation
- Roth IRA
- Financial Services
- Wealth Management
- Mutual Funds
- Simple IRA
- 403 b
- Qualified Retirement Plans
- SEP IRA
- Asset Management
- Trusts
- Certified Financial Planner
- Wealth
- 401k Rollovers
- Personal Finance
- ETFs
- Retirement
- Securities
David Waldrop Summary
- David Waldrop, based in El Dorado Hills, CA, US, is currently a President at Bridgeview Capital Advisors, Inc.. David Waldrop brings experience from previous roles at Bridgeview Capital Advisors, Inc., UBS Wealth Management and Wells Fargo Investments. David Waldrop holds a 1996 - 1998 Bachelor of Arts in Political Science @ California Polytechnic State University-San Luis Obispo. With a robust skill set that includes Financial Advisory, Series 63, Insurance, Retirement Planning, Financial Planning and more. David Waldrop has 2 emails and 2 mobile phone numbers on RocketReach.
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