David LaLonde is a Financial Advisor who has been serving clients for nearly two decades. As a Managing Partner, and Co-Founder of Rocky Mtn. Wealth Partners, he has garnered a successful financial planning and fee-based practice to best meet the needs and desires of his clients. His client base consists of retirees, pre-retirement clients, business owners, and families. Dave specializes in college funding solutions with an emphasis on late stage planning, investment design and management, wealth preservation techniques, and retirement income distribution strategies for retirees.
He brings a wealth of experience and expertise to his role as a financial advisor. His diverse background and skillset enables him to help clients pursue their long-term financial goals through comprehensive, individualized financial planning. A thorough, and client-focused approach encompass each client’s individualized retirement goals, time frames, and tolerance for market fluctuations.
David attended the University of Colorado at Denver, and graduated with distinction with a B.A. in Public Relations and Communication. He is an Investment Advisor Representative and Certified Long-Term Care Planner (CLTC). He holds FINRA Series 7, 63, and 65 registrations with Geneos Wealth Management. David also holds state licenses in life, health, variable products, and LTC/disability insurance.
David and his wife Jennifer live in Colorado Springs with their two teenage boys, Jake and Ben, where as a family, they enjoy all the outdoor activities that Colorado offers. In his spare-time, Dave can be seen and heard singing and playing his guitar at various events and clubs up and down the front-range.
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This content is developed from sources believed to be reliable and is for general information only. It is not intended to provide specific investment advice and should not be considered a recommendation or solicitation for the purchase or sale of any security. Opinions, estimates, forecasts, and statements of financial market trends are based on current market conditions and are subject to change without notice.
Rocky Mountain Wealth Partners and Geneos Wealth Management, Inc do not provide tax or legal services. Please consult tax or legal professionals for specific information regarding your individual situation.
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