Director, Financial Advisor
Dave Herwerden is a Financial Advisor with WestPoint Wealth Management. He enjoys being able to work with families, no matter what stage of life they are in, and help them with ‘planning beyond the obvious.’ He specializes in helping families realize that their financial goals and dreams are attainable- with a little planning, a bit of discipline, and a trusted advisor to help them along the way. In the consultation process, he engages with his clients in a thorough assessment of not only their financial data, but the emotional motivations behind their decision making. As a valuable resource for his clients, Dave helps his clients see the deeper implications of their financial decisions, and helps them review their plan to see if those choices align with their goals. Through an educational approach Dave looks to help families both young and old succeed financially.
Dave graduated from Cleveland State University with a major in Finance. He resides in Middleburg Heights with his wife and their 3 young children. Out of the office, Dave enjoys spending time with his family and friends and playing the occasional round of golf.
Contact Dave at:
Office: (866)-640-7908 ext 702