David N. Waldrop

CFP®, CLU
Personal Finance, Retirement, Investing
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61
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10
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55
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“David N. Waldrop, Certified Financial Planner®, is committed to accuracy and availability, timely completion, and customizes the scope of planning for each client.”
Firm:

Bridgeview Capital Advisors, Inc.

Job Title:

President

Biography:

David N. Waldrop has earned the trust and respect of his clients during his career in the financial services industry. His wealth of knowledge allows him to provide the superb personal service and financial perspective upon which our customers have come to rely. He works closely with clients and has a proven ability to respond and plan for their needs.

As a Certified Financial Planner and President of Bridgeview Capital Advisors, Inc., David is responsible for advising clients in the areas of retirement plans and portfolio management. Specializing in financial planning and consulting, David brings together all aspects of his clients’ finances while incorporating their goals and objectives, both personal and financial.

After graduating from Cal Poly San Luis Obispo in 1998, David joined the lending division of a well known national bank where he specialized in consumer credit analysis and finance. In 2000, David steered his focus toward investments and insurance planning. In addition to providing auto, home, and life insurance, David worked directly with clients and public institutions to establish and promote retirement savings through various qualified plans.

After completing the professional and educational requirements of the Certified Financial Planner Board of Standards, David earned the marks of a Certified Financial Planner or CFP®. In this capacity, David focused on high net worth clients and prepared asset allocation analysis, cash flow planning, and insurance strategies. As a Financial Advisor with Bridgeview Capital Advisors, Inc., David provides his services to a broader clientele and customizes the scope of planning for each client.

In his time away from work, David enjoys spending time with his family, golfing and playing guitar. He is also a proud supporter of Shriners Hospitals for Children in Sacramento.

Education:

BA, Political Science, California Polytechnic State University-San Luis Obispo

Assets Under Management:

$35 million

CRD Number:

4214855

All Articles
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Most Helpful
March 2017
    IRAs, Retirement Savings
February 2017
    IRAs, Retirement Plans, Retirement Savings
February 2017
    401(k), IRAs, Retirement Plans, Small Business
February 2017
    Estate Planning, Retirement Savings, IRAs
March 2017
    401(k), IRAs, Retirement Savings, Income Tax

All Answers
Sort By:
Most Helpful
    Asset Allocation
Should I be comfortable with Edward Jones's new Guided Solution program?
100% of people found this answer helpful

I applaud you for taking a close look and realizing this change is due to the DOL's fiduciary law. As an independent fiduciary advisor, I don't think I can be objective when it comes to "should I be comfortable?" So I will dodge that one. I think you can guess what those of us independent fiduciary advisors would say to that. In the end, you are the only one who can really answer that question so trust your gut. As far as the fees, it really depends on what value you are to receive. Another firm might charge more but deliver a higher level of service, greater transparency, and more comprehensive planning. However, paying more doesn't necessarily mean you will get more. There are many fiduciary advisors out there who can keep their costs (advisory fees and investment expenses) lower than those you mentioned and deliver quality service.

Best of luck!

David N. Waldrop, CFP

January 2017
    Investing, Lifestage Based Planning
What is the best route to invest $50,000?
100% of people found this answer helpful
January 2017
    Bonds / Fixed Income, Taxes
Should we cash in our bonds and pay the tax?
100% of people found this answer helpful
February 2017
    Choosing an Advisor
Should I have a discussion with my advisor regarding the new fiduciary rule?
100% of people found this answer helpful
February 2017
    IRAs, Taxes
Why is my entire Traditional IRA withdrawal counted as income?
100% of people found this answer helpful
January 2017