David J. Abbs
Partner and Wealth Advisor
Dave specializes in investment management, retirement planning and employee benefits for a select group of clients including professionals, pre-retirees, retirees, and small businesses.
Dave has been working with clients in the Great Lakes Bay Region since 1981, providing independent no strings attached financial advice. As part of owning and operating his business, Dave partners with an independent network of investment professionals. With no proprietary products Dave is free to make objective recommendations.
He provides educational seminars and workshops several times a year both for his clients and their tax advisors. Dave and his staff are committed to providing his clients with the best possible service they can find anywhere.
● Saginaw Valley State University: Board of Control member (2005 to 2013); chairman (2011 – 2013); Alumni Association board member;
● Saginaw County Chamber of Commerce, including roles as board member and chairman of the Economic Outlook Conference Committee;
● Saginaw Community Foundation: treasurer, vice chairman and chairman
● One Hundred Club of Saginaw County: charter board member, president
● Bay City Noon Optimists: board of directors, president
● Saginaw Art Museum: director, treasurer, president
● Kochville Township Business Association: president
● Kochville Township DDA: treasurer
● Saginaw Valley Rotary: director, treasurer, president
● The Saginaw Club: director, treasurer, president
● National Eagle Scout Association: lifetime member
The CFP® Designation
To earn the Certified Financial Planner (CFP®) designation, individuals complete an extensive course of study and are tested on their knowledge of the financial process in areas including tax management, employee benefits, retirement planning, estate planning, investment management and insurance. To maintain the CFP® license, the individual must obtain an additional 30 hours of continuing education every two years in those financial planning areas.
The CFS® Designation
To become a Certified Fund Specialist (CFS®) candidates must complete a one year course and pass a comprehensive exam. They must also meet annual continuing education requirements to maintain their certification. The CFS® program covers every aspect of investing as it applies to open-end mutual funds, closed-end mutual funds, fixed and variable annuities, real estate investments trusts and unit investment trusts.