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David Easton, CFP®

David Easton, CFP®

Advisor Emeritus

David H. Easton is a CERTIFIED FINANCIAL PLANNER™ professional, advising families, business owners and professionals with their retirement plans since 1979. Many of his clients are approaching or are already in retirement. He helps them gracefully transition from saving strategies to spending strategies. He has a focused interest in serving the retirement planning needs of dental professionals.

“Retirement planning is not a product,” says Dave. “It's a process of advice, assistance and guidance to help each client live a rewarding lifestyle. We work closely with our clients to understand their financial circumstances, identify their needs and goals and design custom plans, carefully executing and diligently monitoring strategies that help them accomplish their goals.”

Dave is an alumnus of the University of Utah. He also attended the College for Financial Planning and received his CFP® certification in 1988.

Dave and his wife, Chris, have raised their family in Colorado and enjoy spending time with them in the outdoors. For his outstanding service to youth the Boy Scouts of America–Denver Area Council honored him with the Silver Beaver Award. He has served on the board of his homeowner's association and is actively engaged in church service.