David Aichele
- CFP
- RICP
Financial Advisor
Vice President – Investment Officer
David’s career began in the Armed Forces as a human intelligence collector. When he left the service, his skills followed him to the financial sector as a banker where he identified opportunities and services by interacting with clients to help them better their financial situation. Soon after, he rose through the ranks to become a Financial Advisor. As an advisor David leads with planning and believes a solid investment plan is key to the confidence and long-term success his clients deserve. David is a dedicated family man who can’t wait to explore new parks with his wife Lindsay and their two children, Chris and Elisa. You’ll also find him driving racetracks around the state or out on the soccer field with friends and family.
Vice President – Investment Officer
David’s career began in the Armed Forces as a human intelligence collector. When he left the service, his skills followed him to the financial sector as a banker where he identified opportunities and services by interacting with clients to help them better their financial situation. Soon after, he rose through the ranks to become a Financial Advisor. As an advisor David leads with planning and believes a solid investment plan is key to the confidence and long-term success his clients deserve. David is a dedicated family man who can’t wait to explore new parks with his wife Lindsay and their two children, Chris and Elisa. You’ll also find him driving racetracks around the state or out on the soccer field with friends and family.
Contact
Overview
Education
Bachelor of Science degree in Business with concentration in Finance from Columbia Southern
University
Industry Designations
CERTIFIED FINANCIAL PLANNER®
RICP® – Retirement Income Certified Professional
Community Involvement
Humane Society of Central Oregon
Autocross Club of Central Oregon
SIFMA The Stock Market Game
CA Insurance License #: 4156480. Resident state: OR