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David Rairden Cfp
David Rairden Cfp
Vice President - Wealth Management Services | Destination Wealth Management
San Carlos, California, United States
David Rairden Cfp
Summary
David Rairden is a seasoned Vice President in Wealth Management Services at Destination Wealth Management, bringing over two decades of experience in the financial services industry. With a strong background in depository banking, he has held key roles at notable institutions like USAA and Charles Schwab, where he excelled in client relationship management and financial advising. David is known for his ability to engage clients and inspire them to achieve their financial goals through comprehensive planning and personalized strategies. His expertise in managing significant investment portfolios and developing business through proactive outreach has consistently exceeded corporate retention goals. David holds a Bachelor of Arts in Economics from the University of California, Davis, which has equipped him with a solid foundation for his career in finance. He is passionate about leveraging technology to enhance client experiences and remains committed to continuous professional development. Outside of work, David is likely to be involved in community initiatives, reflecting his dedication to service and leadership.
David Rairden Cfp
Work Experience
Vice President - Wealth Management Services at
Destination Wealth Management
August 2017 - Present
Wealth Manager at
USAA
June 2013 - July 2016
Financial Consultant at
Charles Schwab
October 1996 - June 2013
David Rairden Cfp
Education
University of California, Davis, Bachelor Of Arts (Ba)
Frequently Asked Questions about David Rairden Cfp
What is David Rairden Cfp email address?
David Rairden Cfp's primary email address is *****@destinationwm.com. To view the full verified email and additional contact details, sign up for free with Muraena.
What company does David Rairden Cfp work for?
David Rairden Cfp is a Vice President - Wealth Management Services at Destination Wealth Management, a company specializing in Monetary Authorities-Central Bank.
Where David Rairden Cfp graduated from?
David Rairden Cfp holds a degree in Economics from University of California, Davis.
How can I directly contact David Rairden Cfp?
To contact David Rairden Cfp directly, you can use the email address *****@destinationwm.com. Complete contact information is available upon registration with Muraena.
Who is David Rairden Cfp?
David Rairden is a seasoned Vice President in Wealth Management Services at Destination Wealth Management, bringing over two decades of experience in the financial services industry. With a strong background in depository banking, he has held key roles at notable institutions like USAA and Charles Schwab, where he excelled in client relationship management and financial advising. David is known for his ability to engage clients and inspire them to achieve their financial goals through comprehensive planning and personalized strategies. His expertise in managing significant investment portfolios and developing business through proactive outreach has consistently exceeded corporate retention goals. David holds a Bachelor of Arts in Economics from the University of California, Davis, which has equipped him with a solid foundation for his career in finance. He is passionate about leveraging technology to enhance client experiences and remains committed to continuous professional development. Outside of work, David is likely to be involved in community initiatives, reflecting his dedication to service and leadership.
David`s contact details
*****@destinationwm.com
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