David Waldrop, CFP®
El Dorado Hills, California, United States
3K followers
500+ connections
El Dorado Hills, California, United States
3K followers
500+ connections
About
David N. Waldrop, CFP®, CLU is an owner and investment advisor representative with…
Articles by David
-
Roth IRA Conversion - The Pro Rata Rule Is Lurking
Roth IRA Conversion - The Pro Rata Rule Is Lurking
By David Waldrop, CFP®
-
Avoiding The IRA Early Withdrawal Penalty
Avoiding The IRA Early Withdrawal Penalty
By David Waldrop, CFP®
Activity
-
In a world that is obsessed with efficiency and innovation, sometimes the simplification of a concept is true innovation. That is why El Dorado Hills…
In a world that is obsessed with efficiency and innovation, sometimes the simplification of a concept is true innovation. That is why El Dorado Hills…
Liked by David Waldrop, CFP®
-
Leadership is not for the faint-hearted; it humbles even the best, driving growth. It’s easy to lead from the mountaintop, but true leadership is…
Leadership is not for the faint-hearted; it humbles even the best, driving growth. It’s easy to lead from the mountaintop, but true leadership is…
Liked by David Waldrop, CFP®
Experience
Education
Licenses & Certifications
Courses
-
Fundamentals of Estate Planning
-
-
Income Taxation
-
-
Individual Life Insurance
-
-
Insurance & Financial Planning
-
-
Investments
-
-
Life Insurance Law
-
-
Planning for Business Owners & Professionals
-
-
Planning for Retirement Needs
-
Organizations
-
El Dorado Hills Chamber of Commerce
-
- Present -
Ben Ali Shrine of Sacramento
-
- Present -
Ben Ali Wrecking Crew
Treasurer
-
More activity by David
-
Many middle-aged Americans feel the pressure of being behind on their retirement savings. I spoke with Hannah Miao of The Wall Street Journal about…
Many middle-aged Americans feel the pressure of being behind on their retirement savings. I spoke with Hannah Miao of The Wall Street Journal about…
Liked by David Waldrop, CFP®
-
So nice to be featured in El Dorado Hills City Lifestyle Magazine. Celebrating 12 years in El Dorado Hills and looking forward to many more. Special…
So nice to be featured in El Dorado Hills City Lifestyle Magazine. Celebrating 12 years in El Dorado Hills and looking forward to many more. Special…
Shared by David Waldrop, CFP®
-
Thank you for the shout out! It was a pleasure telling the story about your amazing concierge car buying and selling service. We are so happy to…
Thank you for the shout out! It was a pleasure telling the story about your amazing concierge car buying and selling service. We are so happy to…
Liked by David Waldrop, CFP®
-
I am hiring for a #datanalyst. Some of the required skills include SQL, Power Query, Financial Analysis, and Tableau. Please send me a DM if you…
I am hiring for a #datanalyst. Some of the required skills include SQL, Power Query, Financial Analysis, and Tableau. Please send me a DM if you…
Liked by David Waldrop, CFP®
-
According to KPMG US’s latest generative AI survey, executives say that the technology is already having a significant impact on how business leaders…
According to KPMG US’s latest generative AI survey, executives say that the technology is already having a significant impact on how business leaders…
Liked by David Waldrop, CFP®
-
Discover valuable insights from industry peers in our upcoming webinar! #PeerPerspective
Discover valuable insights from industry peers in our upcoming webinar! #PeerPerspective
Liked by David Waldrop, CFP®
-
Empower teams and drive productivity with an internal developer portal custom-built for Red Hat® Ansible® Automation Platform. #RedHat #RHEL…
Empower teams and drive productivity with an internal developer portal custom-built for Red Hat® Ansible® Automation Platform. #RedHat #RHEL…
Liked by David Waldrop, CFP®
-
Cannot think of 2 better partners in Linda Ryan and Mark Laramore supporting the Invicta Dental & Healthcare Consulting Firm in providing tangible…
Cannot think of 2 better partners in Linda Ryan and Mark Laramore supporting the Invicta Dental & Healthcare Consulting Firm in providing tangible…
Liked by David Waldrop, CFP®
Other similar profiles
Explore collaborative articles
We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
Explore More