EDUCATION
- University of Alaska Anchorage, MBA
- Seattle University, BA Finance
CERTIFICATIONS
- Certified Wealth Strategist®
- Chartered Financial Consultant®
- Chartered Life Underwriter®
- Life, Disability, Variable Life & VA Insurance Licensed
- Series 66
- Fluent in Tagalog
Dave Valdez, CWS®, CLU®, ChFC®
chief operating officer
Dave holds the Chartered Financial Consultant® and Certified Wealth Strategist® designations. In addition to his role at Alaska Wealth Advisors, Dave also serves as Deputy Inspector General at Joint Force Headquarters at Joint Base Elmendorf Richardson, Alaska.
Dave earned his bachelor’s degree in Finance from Seattle University’s Albers School of Business & Economics and later earned his MBA with a concentration in Finance at the University of Alaska Anchorage. He has held institutional leadership roles at Charles Schwab and TD Ameritrade, where he provided strategic consulting services to hedge funds and registered investment advisors in the Pacific Northwest. Dave’s unique combination of military leadership experience and financial expertise allows him to help investors improve, enhance, plan, and navigate their financial wellness.
In his free time, Dave enjoys cheering for Manchester United, running, skiing, and hiking in the beautiful Chugach National Forest with his wife, Amanda, and sons, Hudson and Maverick.