Dave Giocomo has over 30 years experience working with affluent individuals and small business owners on their estate, investment and charitable planning.
Dave excels at assisting people to articulate their financial and personal goals and seeing that the job is completed. Dave recognizes that with thoughtful goal setting, plan implementation and monitoring progress, clients gain a sense of direction and confidence.
Dave earned his Chartered Financial Consultant (ChFC) and Chartered Life Underwriter (CLU) designations from The American College in Bryn Mawr, Pennsylvania and his M.Ed. from Colorado State University.
Dave has a passion for charity, which extends to the Make-A-Wish Foundation where he served on the Board of Directors for 8 years and continues to serve as a wish grantor for children with life threatening illnesses. He is an avid exerciser enjoying biking, hiking and golf. Dave and his wife Beth have two daughters and have enjoyed living in Colorado for over 40 years.