Get To Know Us

Always acting on your behalf – It’s more than a motto, it is our purpose and our promise.  As a fee-only advisory firm, we always put your interests first.  Learn more about fiduciary duty…

Dave Homan

Dave Homan, CFP®
Financial Advisor

“I enjoy working with our clients to produce creative solutions to solve complex financial puzzles.”

JOIN DATE: 2013

CONTACT: dave@willowcreekwealth.com

Dave’s experience owning a local marketing company serves him 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. Dave combines his analytical acumen with his personalized advisory skills as he helps business owners and others make informed decisions about their personal and professional wealth.

Prior to joining Willow Creek Wealth Management, Dave was a senior wealth advisor at a wealth management firm in San Rafael, where he specialized in portfolio management and financial planning for high-net-worth individuals. In addition to more than a decade of wealth management experience, Dave’s professional background includes research and data analysis for a global financial institution. He holds a master’s degree in financial planning from Golden Gate University and a bachelor’s degree in business management information systems from Chico State University. Dave is a CERTIFIED FINANCIAL PLANNER™ and member of the Financial Planning Association.

ON A PERSONAL NOTE: A long-time resident of Sebastopol, Dave lives in the west county with his wife Jina and their three children. He is involved in youth sports, coaching Little League and Youth Football.

Read the latest from Dave

Broker vs. fiduciary: Who’s minding your finances?

Does your financial adviser have your best interests at heart? How can you be sure? Is your adviser a fiduciary or not? If you’re not sure, it may be a good time to find out. The fiduciary standard of care was laid out in the Investment Adviser Act of 1940. This standard requires registered investment […]

Finally, some good news on college financing

For those of you fretting about sending Junior off to college with fears that you don’t have the income or the savings to pay for college, here is some good news for you. Over the last five years the increase in the cost of college has slowed (when compared to the two previous five year […]

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