Nevada Wealth Advisor
David Dixon, CFP®
Mr. Dixon is a CERTIFIED FINANCIAL PLANNER™ Professional, a Registered Principal with LPL Financial, and has over 35 years of planning and investment experience. David is well-versed in Retirement and Estate Planning and Tax-Favored Investing. With over $200 Million 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. To help avoid retirement planning disasters he works with clients to implement retirement account distribution strategies designed with the goal to preserve and grow wealth for individuals and their families. He holds Series 6, 7, 24, 22, 26, 63, and 65, securities registrations with LPL Financial. In addition, David also has an insurance license.
David is a member of Ed Slott's Master Elite IRA Advisor Group. This group is comprised of financial professionals dedicated to the IRA industry. As a member of this group, David has access to training modules and workshops to further his knowledge on the topic to better serve his clients. This group is not affiliated with LPL Financial and is by invitation only to financial professionals. You will find David listed on Ed Slott's website at www.irahelp.com.
David grew up in Las Vegas, Nevada. He and his wife Jana have been married for over 43 years and are the parents of 5 boys and have 16 grandchildren. He spends his free time with his family and enjoys the outdoors, including hunting, fishing, camping, and hiking.
David's qualifications include:
- CERTIFIED FINANCIAL PLANNER™ (CFP®) for over 35 years in the Las Vegas area
- Financial Industry Regulatory Authority (FINRA): 6, 7, 24, 22, 26, 63, and 65
- Serves over $150 Million in brokerage and advisory assets through LPL Financial
To schedule an appointment, please call 702.982.8336 or email team@dfgadvisors.net, today.
Jacob Bierstedt, CFP®, ChFC®
Jacob first started in the industry in 2012 with Ameriprise Financial. Working at Ameriprise, he learned the importance of holistic financial planning. He took that knowledge and experience with him as he transitioned to Northwestern Mutual. Northwestern Mutual taught him that asset accumulation for future use is critical but unforeseen events can derail the journey quickly if you do not prepare yourself.
While at Northwestern Mutual, Jacob worked tirelessly to obtain the CERTIFIED FINANCIAL PLANNER™ and the Chartered Financial Consultant® (ChFC®) designations. These two designations helped prepare Jacob to answer the increasingly complicated financial planning questions facing individuals and families today. Studying for these designations helped Jacob understand how much he did not know about investments, insurance, and financial planning strategies. Having obtained the CFP® and ChFC® gave him the confidence that he has the knowledge to help.
Jacob graduated from Brigham Young University - Idaho with a Business Management degree, where he studied Finance and Supply Chain Management. These significant areas of study helped Jacob realize that he likes to work with numbers and loves to teach others about the wonders of planning and organization.
Since 2017 Jacob has worked with David S. Dixon, CFP® at Dixon Financial Group, LLC, helping David with administrative aspects of financial planning. Jacob's primary role was assisting David with DFG's clients' Retirement Income Plans. These plans show clients how retirement savings can be turned into retirement income. Jacob and David strongly believe that utilizing investments that pay dividends increases the likelihood of growth and provides a Real Return for each client. In early 2023, Jacob took on the LPL Financial Advisor role and is working one-on-one with clients.
As Jacob strives to build his financial planning practice, his primary role is to help educate young professionals and entrepreneurs on their journey to manage risk for pitfalls and create a more secure future. Jacob can help them understand the complexities of their benefits package at work or teach them the rules surrounding retirement accounts, so they don't make costly mistakes.
Jacob genuinely appreciates the time spent with his family as a husband and father. His family enthusiastically supports his training, including early morning runs on the road or the treadmill and during events. Running and completing his first half marathon (Revel Mt. Charleston) in 2022 has given him a renewed outlook, and Jacob now runs to remind himself that he can conquer challenges daily. As the founder of BPN Supplements, Nick Bare, puts it, "Prove Yourself Right."