David Stay
MBA, FIC, CCPS®
State(s) Licensed: CO, FL, MN, WI
701 Xenia Ave. S., Suite 550
Golden Valley, MN 55416
State(s) Licensed: CO, FL, MN, WI
Financial Advisor | Helping parents and students make college more affordable | Coach | Listener | Teacher
I’m a financial advisor committed to helping individuals and families achieve their financial goals. How do we do this? By acknowledging that no two situations are the same so no two financial strategies should be, either. In my experience, the answer to most college planning and retirement savings questions is, "It depends." I can work with you to develop a plan that makes sense for your goals and situation, and there are a variety of ways of working together, from Solutions-Based Strategies and Managed Account Programs to Dedicated Planning Services and Solutions. Please reach out to me via email at David.Stay@thrivent.com or by phone at 479-426-4917.
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Location
Golden Valley Office
- Phone:
- 479-426-4917
Hours
M – F: 8:30 a.m. – 3:00 p.m.