Dave Pesterfield | Atlantic Beach, FL

Services

Dave Pesterfield has been a financial advisor since 1994, when he retired from the U.S. Air Force as a lieutenant colonel. His background throughout his financial and military career has been planning, identifying issues and recommending solutions. As a CERTIFIED FINANCIAL PLANNER^TM professional, Dave is able to help his clients meet their life goals through proper management of their financial resources.

His five-step approach to financial planning:

Gather relevant financial information
Determine goals and strategies
Examine current financial status
Create a strategy for meeting goals
Review the plan periodically

Asset Allocation - Asset allocation versus diversification - what's the difference?
Asset Management - Discover the benefits of professional asset management.
Estate Planning - Peace of mind takes planning.
Mutual Funds - Your purchasing power at work.
Retirement Planning - Charting a course for your retirement destination.
Bonds - Are bonds right for you?

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Dave Pesterfield
CERTIFIED FINANCIAL PLANNER™
Branch Manager

447 Atlantic Boulevard
#5
Atlantic Beach, FL 32233
Phone: 904-247-3406
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Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.