With work experience over 45 years, this person is now working at Wealth Development Strategies that is located in 1314 as a Financial Advisor. David received his education from 1972 to 1973 at the University of Texas. David has earned certifications in : Certified Public Accountant (Cpa), Series 7 License, and Series 66 License. David can be found in Houston, Texas. To contact with David, you can look for their phone or email or receive additional info by requesting access to this person's additional details on SoftwareOfficial.
Name variants:
Daved Vise,
Dayvid Vise,
Dave Vise,
Davey Vise,
Davie Vise,
Davy Vise
Last updated Apr 30, 2024
Contact Information
Workplace
Financial Advisor
Houston, TX
Industry
Financial Services, Offices of Lawyers
Colleagues
Work History
Financial Advisor
4203 Montrose Blvd, Houston, TX 77006
I have spent much of my CPA career advising our individual clients in the areas of retirement planning as well as estate planning. We assist our clients in selecting the investments that wil...
from Nov 2019
President, Financial Advisor, Cpa
I have spent much of my CPA career advising our individual clients in the areas of retirement planning as well as estate planning. We assist our clients in selecting the investments that wil...
Jan 2017 — Oct 2019
President, Cpa
We were the CPA for many small to middle sized businesses. By being their CPA, we were also one of their most trusted advisors and confidants. We assisted them with their day to day accounti...
Jan 1991 — Jan 2011
Education
1972 — 1973
1968 — 1972
Occupations
Financial Broker
Financial Consultant
Accountant
Certified Public Accountant
Finance and Accounting Specialist
Executive
Chairperson
Financial Services Professional
Financial Services Sales Agent
Accounting Bookkeeper
Bookkeeper
Chief Executive
Skills
Financial Analysis
Retirement Planning
Strategic Planning
Estate Planning
Retirement Plan
FAQs about David Vise
What's the main profession of David Vise?
David is a Financial Advisor.
What are the profession of The professional?
These person's professions are Financial Broker and Financial Consultant
Where is David Vise currently located?
David is located in Houston, Texas.
Where did David Vise work?
This person worked at Wealth Development Strategies, Llc, Vise Retirement Consulting.
Where has David Vise studied?
David studied at the University of Texas from 1972 to 1973.
What are the certifications of David Vise?
David Vise received the following certifications: Certified Public Accountant (Cpa), Series 7 License, Series 66 License, and Life and Health Insurance License.
Are there any professional industries David Vise works in?
David works in Financial Services industry.
Are there any special skills David Vise has?
This professional has such skills as Financial Analysis, Retirement Planning, Strategic Planning, Estate Planning, and Retirement Plan.