At Arrowhead Wealth Advisors, we believe there is more to wealth than just building it. We have a long history of community involvement, and we’ve made the habit of doing good for others a part of our business philosophy. We’re fortunate to be able to use our resources and our firm’s influence to make a difference in our community and, in so doing, serve as a catalyst to others. From volunteering time and expertise to making financial contributions, the impact of giving can be substantial and truly create a success that is shared.
Help for the Vulnerable
Arrowhead has been a proud supporter of the Shepherd’s Pantry, a food pantry right here in Glendora, CA. This worthy organization does more than feed the homeless—they also provide necessary services to improve people’s quality of life, like tutoring, haircuts, clothing, and support services. Our team enjoys volunteering at Shepherd’s Pantry, getting out into our community to make a difference where we can.
Generosity Is Always Worth It
It’s because of your support of Arrowhead Wealth Advisors that we can give back to our community. We encourage you to think of ways you can pay it forward to those around you, especially during these trying times. If you want more information about our firm, our role in the community, or how we can help you build charitable giving into your financial plan, we’d love to hear from you. Call 626-529-2362 or email firstname.lastname@example.org to get started.
Dave Eversfield is a wealth manager at Arrowhead Wealth Advisors, an independent wealth management firm dedicated to using a holistic, client-centered approach to help pre-retirees manage risk and grow and secure their savings. With over 20 years of experience, Dave partners with his clients to provide personalized financial strategies that meet their most pressing financial needs today and build a firm foundation for their futures. He is known for going the extra mile, giving personal attention and a high level of care to every client he works with, and building long-term relationships based on trust. His best days are when he can celebrate with a client who has achieved a significant goal, such as paying for their child’s college education or reaching financial independence and having the freedom to travel, spend time with family, or whatever it is they dream of in retirement.
Dave has a bachelor’s degree in business administration from California State University, Los Angeles, and is a Certified Wealth Strategist® (CWS®). When he’s not working, he loves to be outside, either hiking, camping, playing golf (disc and regular), or riding his dirt bike. He is a strong believer in giving back to his community and volunteers his time to feed the homeless in his area. To learn more about Dave, connect with him on LinkedIn.