David Blaisdell

I build long-term relationships with my clients and help them make smart financial choices throughout their lives. My commitment is to support these individuals and families so they can feel confident and have a clear understanding of their investments, and how those investments support their goals and priorities. I focus on getting to know each client?s full financial situation, what they hope to achieve, and what matters most to them. Personalized plans and customized investment portfolios are designed to address their goals. A solid investment plan can help people create retirement income, manage taxes, save for retirement, pay for college, reduce debt, and manage expenses and cash flow. I also help with many other financial topics including retirement plans for small businesses, planning for big purchases, estate and investment strategies, building wealth, charitable giving, and insurance needs. With over 25 years of experience working in finance and investing, I have learned that the markets are always changing and how important it is to stay humble and keep learning. I also team up with my client?s tax, legal, and business advisors to help make sure that we address planning opportunities over time. Even though I work with clients in many states, Idaho has been my home for the past 19 years. My wife and I are thankful for our community, our Church, and the opportunity to have raised our 2 children here. I especially love spending time outdoors - camping, hiking, paddling, river surfing, skiing, and exploring the beautiful nature that surrounds us. Wells Fargo Advisors does not provide legal or tax advice.