Broker Check

Nevada Wealth Advisor


David Dixon, CFP® 

Mr. Dixon is a CERTIFIED FINANCIAL PLANNER™  Professional, a Registered Principal with LPL Financial, and has over 25 years of planning and investment experience. he is well versed in Retirement and Estate Planning and Tax-Favored Investing. With millions of dollars effectively managed in retirement accounts, and most of his clients either approaching or enjoying retirement, David assists his clients in creating streams of income and aims to avoid retirement planning disasters. His investment approach is radically different in that he suggests investing to achieve a mix of different income streams as opposed to chasing phantom appreciation. You want income you can reinvest, not complexity. He assists his clients in striving to avoid retirement planning disasters by implementing retirement account distribution strategies designed with the goal to preserve and grow wealth for individuals and their families.

He is known as “America’s IRA Expert.” David studies and trains with Ed Slott as part of the Elite IRA Advisor Group. You will find David listed on Ed Slott’s website at www.irahelp.com.

David grew up in Las Vegas. He and his wife Jana have been married for 33 years and are the parents of 5 boys. His free time is spent with his family, and in enjoying the out of doors, including hunting, fishing, camping and hiking.

David's qualifications include:

  • CERTIFIED FINANCIAL PLANNER™ (CFP®) for over 20 years in the Las Vegas area
  • Financial Industry Regulatory Authority (FINRA): 7, 24, 22, 26, 65, 6, 63
  • Manages nearly $100 Million in retirement assets through LPL Financial

 

To schedule an appointment with David today, please email him at: david.dixon@lpl.com or call (702) 982-2479.