Dave Valdez, CWS®, ChFC®
Director of Enterprise Growth Strategy
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.
University of Alaska Anchorage, MBA
Seattle University, BA Finance
Certified Wealth Strategist®
Chartered Financial Consultant®
Life, Disability, Variable Life & VA Insurance Licensed
Series 66
Fluent in Tagalog
Marietta Hall, CFP® & Dave Valdez, ChFC® We recently reviewed the TSP changes from 2022 in the context of our newest team member Dave Valdez. As a traditional guardsman in the Alaska Air National Guard, Dave is fortunate to participate in the Thrift Savings Plan. Recent changes and modernization of the TSP website made his […]
