Broker Check

Nevada Wealth Advisor


David Dixon, CFP® 

Mr. Dixon is a CERTIFIED FINANCIAL PLANNER™  Professional, a Registered Principal and has over 35 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.

David is a member of Ed Slott’s Master Elite IRA Advisory Group. Ed Slott, CPA® was named “The Best Source for IRA Advice” by the Wall Street Journal and called "America's IRA Expert" by Mutual Funds Magazine. David studies and trains with Mr. Slott and other members of the Master Elite Advisory team on a continuous basis. You will find David listed on Ed Slott’s website at www.irahelp.com as a qualified financial advisor.

David grew up in Las Vegas. He and his wife Jana have been married for 40 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 30 years in the Las Vegas area
  • Financial Industry Regulatory Authority (FINRA): 7, 24, 22, 26, 65, 6, 63
  • Manages nearly $150 Million in retirement assets through former broker dealer LPL Financial

 

To schedule an appointment with David today, please call 702.982-2479.