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Selecting a trusted financial partner to work with is one of the most important decisions you can make for your financial future. Whatever you hope to achieve, it’s our mission to simplify the complexities of your financial life so you can focus on what matters most.

  • Do you wonder if you are truly prepared for retirement?
  • Do you need help managing risk and growing and securing your savings?
  • Do you want to find a way to stress less and play more?

We’re Here to Help Virtually

We offer a no-cost 15-minute consultation to help answer your questions, learn more about you, the people in your life, and what you want to achieve. 

In our free introductory session, we’ll discuss:

  • Which financial questions do you have?
  • What worries you about your financial future?
  • What does your vision of retirement look like?

How to Prepare for Our Meeting

The more we know, the better we can help you. Start by filling out our short questionnaire that will give us insights and information about your current situation and what we can do to make a difference. 

Get Started Now

Schedule your free 15-minute introductory phone call today to:

  • Get solutions to your specific concerns.
  • Determine if we’d be a good fit together.

Discover how our process and services can bring value to your financial life.

You may also call 626-529-2362 or email

About Dave

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.