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Mini dave stanfield financial planning seattle wa
Evergreen Wealth Management, LLC
Seattle, WA

David Stanfield

CFP®
Wealth Management Focused on Value and Customization
Score:
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Meet David

Introduction to Evergreen Wealth — Dave Stanfield
Introduction to Evergreen Wealth — Dave Stanfield
Video Transcripts

Dave grew up in the Seattle area. He attended the University of Washington and received a degree in Finance from the Foster School of Business. He began his career in the Financial Services industry in 1997 and has over 19 years experience working both with individuals and institutions. His first job after college was working for MetLife Insurance Company on Mercer Island, WA. He tailored life insurance strategies to meet…

Dave grew up in the Seattle area. He attended the University of Washington and received a degree in Finance from the Foster School of Business. He began his career in the Financial Services industry in 1997 and has over 19 years experience working both with individuals and institutions. His first job after college was working for MetLife Insurance Company on Mercer Island, WA. He tailored life insurance strategies to meet client needs.

Following MetLife, Dave went to work for McDonald Investments in Bellevue, WA. The team worked on an institutional trading floor speaking to CFO’s, CEO’s and Municipalities discussing Fixed Income options for their short-term operating cash.

Dave wanted to return to working with individual clients and took a job with Fidelity Investments as an Account Executive in 2003. He worked at Fidelity for over 11 years and oversaw a book of approximately $290 million in assets. Over that 11 year period, Dave conducted thousands of client meetings building retirement and investment plans for clients in both the accumulation and distribution phase of life.

Dave is a CERTIFIED FINANCIAL PLANNER™ professional and Enrolled Agent (EA). An enrolled agent (EA) is a federally-authorized tax practitioner who has technical expertise in the field of taxation and who is empowered by the U.S. Department of the Treasury to represent taxpayers before all administrative levels—examination, collection, and appeals—of the Internal Revenue Service. In addition to taxpayer representation, enrolled agents often provide tax consultation services and prepare a wide range of federal and state tax returns.

Dave currently lives in Edmonds with his wife Irene, their son Egan and daughter Eleanor. Dave is a Licensed Private Pilot, enjoys fishing, golf and traveling. Dave is also an active real estate investor. He received a Certificate in Commercial Real Estate from the University of Washington and is a member of a National Real Estate Investing association.


Services offered

Investment Management
Financial Planning
Investment Consulting
Asset Allocation
Retirement Planning
Tax Planning
College Planning
Insurance Management
Socially Responsible Investing
Employer Sponsored Retirement Plans
Long-Term Care Planning

Experience with

Small business owners
Medical professionals
Finance professionals
Legal professionals
Business executives
Entrepreneurs
Families

Fee structure

Commission-based
Based on % of assets
Fee & Commission
Flat Fee/Retainer
Hourly

Certifications and licenses

CFP® - CERTIFIED FINANCIAL PLANNER™

Memberships

FPA - Financial Planning Association

Education

BA - University of Washington-Seattle Campus
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