Dave Faulkner

Head of Financial Research at Nest Wealth
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Contact Information
us****@****om
(386) 825-5501
Location
CA

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Credentials

  • CFP
    Financial Planning Standards Council
    Jun, 2003
    - Sep, 2024
  • CLU
    The Institute for Advanced Financial Education
    Feb, 1982
    - Sep, 2024

Experience

  • Nest Wealth
    • Canada
    • Financial Services
    • 1 - 100 Employee
    • Head of Financial Research
      • May 2019 - Present
  • Razor Logic Systems Inc.
    • Co-Founder & CEO
      • Jan 2013 - May 2019
  • FPAdvantage
    • Business Consulting and Services
    • 1 - 100 Employee
    • President
      • Jan 2005 - May 2019
  • Mackie Research Capital
    • VP Tax & Estate Planning
      • Jan 2010 - Oct 2012

      Estate and financial planning by referral Estate and financial planning by referral

  • Daystar Financial Group Inc
    • Life Insurance Specialist
      • Jan 2006 - Jan 2010
  • CCH Canadian LTD
    • Consultant, FP Solutions
      • Sep 2000 - Jan 2005
  • Portfolio Publishing
    • United Kingdom
    • Book and Periodical Publishing
    • Co-Founder
      • Oct 1990 - Sep 2000

      Portfolio Analyst, Financial Planning Software Portfolio Analyst, Financial Planning Software

  • The Prudential
    • United States
    • Sales Manager
      • May 1978 - Oct 1990

      Recruiting, training and managing life insurance sales persons Recruiting, training and managing life insurance sales persons

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