Contact

Display Name

David Beck

Profession

Certified Mortgage and Divorce Planning Specialist

Address 1

321 High School Rd NE STE D3

City

Bainbridge Island

State

WA

ZIP Code

98110

Telephone

206-953-1765

Email

dbeck@divorceplanningadvantage.com

Website

http://divorceplanningadvantage.com

Vita

Education

• Asset and Liability assessment and optimization, CMPS certification
• Missed Fortune, True Wealth training and certification
• Divorce Planning certification, CDPPI
• Real Estate investing, CMPS certification
• Business Degree from the University of Wisconsin

Relevant Experience

David is 54 years old. He and is wife of 28 years, Diane, have two children, Katie (23) and Adam (19). A native of Wisconsin, David and his family have resided in the Seattle area for the last 31 years. David had spent 30 years in the medical industry holding high-level marketing and sales management positions with well-known companies such as Johnson and Johnson, Kinetic Concepts and U.S. Surgical.

In 2007, David transitioned into a new career opportunity with CFA Northwest Mortgage Professionals as their VP of Business Development. Appling the skills and experience in learned in the medical industry, David has become a Certified Mortgage and Divorce Planner. David’s purpose is to help his clients reach their financial goals, regardless of their current life situation. David’s passion is to help people plan and pursue healthy wealth strategies through appropriate asset and debt optimization, which can ultimately create True Wealth. True Wealth is a balance of intellectual wealth, family wealth, contribution back to society and financial wealth, the essence of what is termed Quadrant LivingTM

Listings

Financial Specialist

History

Member for

2 years 6 weeks