Dave Forney, Financial Advisor

FINANCIAL ADVISOR
Dave Forney

CFP®, AAMS™, CRPC™
201 E Main Dr Suite 1302, El Paso, TX 79901opens in a new window
Accepting New Clients
Serving clients with $100,000
CallSend Me a Message

Focus Areas

  • Retirement Savings Strategies
  • Estate & Legacy Strategies
  • Portfolio Reviews
  • Retirement Income Strategies
  • Business Retirement Plans
  • Entrepreneurs & Business Owners

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

  • AAMS™

    Accredited Asset Management Specialist™

  • CRPC™

    Chartered Retirement Planning Counselor™

Personal Interests

  • Golfing
  • Running
  • Tennis
  • History and Museums
  • Reading

Team Members

  • Melissa Ransbottom
    Sr. Branch Office Administrator
    FPQP®

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 04:30PM
Tue 08:00AM - 04:30PM
Wed 08:00AM - 04:30PM
Thu 08:00AM - 04:30PM
Fri 08:00AM - 04:30PM
Sat Closed
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Phone

(915) 533-3355

Fax

(855) 379-0713

Office Address

201 E Main Dr Suite 1302
El Paso, TX 79901opens in a new window

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