portrait of David A Gaddis
FINANCIAL ADVISOR

David A Gaddis

CFP®, CEPA®, AAMS™
CallSend Me a Message

Focus Areas

  • Entrepreneurs & Business Owners
  • Business Retirement Plans
  • Wealth Strategies
  • Charitable Giving
  • Estate & Legacy Strategies
  • Intergenerational Planning

Certifications

  • CFP®

    Certified Financial Planner™

  • CEPA®

    Certified Exit Planning Advisor®

  • AAMS™

    Accredited Asset Management Specialist™

Personal Interests

  • Spending Time with Family
  • Hiking
  • Traveling
  • Surfing
  • Wine Collecting/Enthusiast

Team Members

  • Jessica Fetcho
    Registered Branch Associate
  • Kristina White
    Sr. Branch Office Administrator
  • Yvonne Goll
    Branch Office Administrator

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Office Information

Hours

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

Phone

(805) 773-6580

Fax

(888) 441-9916

Office Address

760 Mattie Road Ste A2
Pismo Beach, CA 93449opens in a new window

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