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Dave Homan

Dave Homan, CFP®
Financial Advisor

“I enjoy working with our clients to produce creative solutions to solve financial matters — making the complex seem simple.”

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™ professional 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, softball and youth football.

Read the latest from Dave

Discover if You Have Enough Saved to Retire

Will you be able to maintain your lifestyle after retiring? According to research, significant numbers of working families are “at risk” of failing to maintain their standard of living once they stop working. Decades ago, most employees put in the required years of service to achieve their desired income goal and collect a check in […]

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 […]

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