Dave Shepherd
President at Shepherd Wealth & Retirement | Tucson, Arizona, United States
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President at Shepherd Wealth & Retirement in March 1986 to Present
Academy Member at National Speakers Association in January 2013 to January 2014
Agent at Equitable Life & Casualty in December 1982 to March 1986
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Kearney State College, Bachelor of Science (BS), January 1977 to January 1981
Gretna High School, January 1973 to January 1976
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Wealth Preservation Planning
Income Protection
Multi-generational Planning
Intergenerational Wealth Transfer
Multi-generational wealth transfer
Investment Management
Investment Policy Development
Manager Selection
Employee Stock Options
Retirement Plan Consulting
401k Rollovers
Individual Pension Plans
Estate Planning
Charitable Gift Planning
Charitable Remainder Trusts
Gifting Strategies
Inheritance Tax Planning
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Discover more about Shepherd Wealth & RetirementWhat is Dave Shepherd email address?
Email Dave Shepherd at [email protected]. This email is the most updated Dave Shepherd's email found in 2026.
How to contact Dave Shepherd?
To contact Dave Shepherd send an email to [email protected].
What company does Dave Shepherd work for?
Dave Shepherd works for Shepherd Wealth & Retirement
What is Dave Shepherd's role at Shepherd Wealth & Retirement?
Dave Shepherd is President
What is Dave Shepherd's Phone Number?
Dave Shepherd's phone (602) ***-*128
What industry does Dave Shepherd work in?
Dave Shepherd works in the Financial Services industry.
Dave Shepherd Email Addresses
Dave Shepherd Phone Numbers
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