David Homan
CFP®
Willow Creek Wealth Management, Inc.
Senior Wealth Advisor
David Homan
CFP®
Willow Creek Wealth Management, Inc.
Senior Wealth Advisor
As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - David Homan, CFP®
Fee-Only financial planner located in Sebastopol, CA, serving clients locally and across the country
Meet David Homan
David Homan is a Senior Wealth Advisor at Willow Creek Wealth Management.
My experience owning a local marketing company has served me well in advising others about the opportunities, challenges, and nuances of owning a small business – including managing for taxes, retirement planning, business succession, and strategic planning. I love to combine my analytical acumen with my personalized advisory skills as I help business owners and others make informed decisions about their personal and professional wealth.
I work with many individuals and families preparing for and transitioning to retirement: focusing on cash flow distribution strategies, retirement planning, and providing clients with solid fundamentals in long-term investing. I offer a very personal and custom approach to the planning process because every client has unique needs, preferences, and opportunities.
Prior to joining Willow Creek Wealth Management, I was a senior wealth advisor at a wealth management firm in San Rafael, where I specialized in portfolio management and financial planning for high-net-worth individuals. In addition to more than 15 years of wealth management experience, my professional background includes research and data analysis for a global financial institution. I am also a member of the Financial Planning Association.
ON A PERSONAL NOTE: A long-time resident of Sebastopol, I live in west county with my wife Jina and our three children. I am involved in youth sports, coaching Little League, softball, and youth football.
EDUCATION:
• MS in financial planning, Golden Gate University
• BS in business management information systems, California State Unversity, Chico
• CERTIFIED FINANCIAL PLANNER™ professional
David Homan is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Contact David Homan
Office Locations:
-
825 Gravenstein Hwy N
Suite 5
Sebastopol, CA 95472
