David Nash (CFP®, MBA)
David Nash focuses in the
following client markets or areas of practice:
- College/Education Planning
- Estate & Generational Planning Issues
- High Net Worth Client Needs
- Retirement Planning & Distribution Rules
- Socially Responsible Investments
- Tax Planning
- College/Education Planning
- Estate & Generational Planning Issues
- High Net Worth Client Needs
- Retirement Planning & Distribution Rules
- Socially Responsible Investments
- Tax Planning
Planning Specialties
As someone who understands firsthand the challenges and opportunities faced by tech employees and their families, I’m committed to helping you navigate your financial journey. My wife works for Salesforce, and as parents of a young child, we know how important it is to make the most of tech employee benefits while planning for your child’s future. Whether it’s optimizing your compensation package, planning for education, or securing your family’s financial future, I’m here to guide you with the insights and strategies that matter.Additional Information
I’ve been passionate about helping people make informed financial decisions for nearly 15 years. That’s what led me to start Tend Wealth. My goal is to provide personalized financial planning that truly aligns with your goals, values, and dreams. Whether it's planning for college, managing investments, or protecting your family's future, I'm here to guide you every step of the way.NAPFA Start Date
March 14, 2024
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