Dave Shipley

Current

• Financial Advisor at Chase Investment Services Corp.

Past

• Partner at Aquire Wealth Advisors
• Financial Advisor at NMFN
• Missionary at Church of Jesus Christ of Latter Day Saints

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Education

• The American College
• Brigham Young University
• Utah State University

• IFHS

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1 more...

Recommended

5 people have recommended Dave

Connections

112 connections

Industry

Financial Services

Dave Shipley’s Summary

Providing unique financial planning, as well as independent solutions for insurance and investments.

Dave Shipley’s Specialties:

Comprehensive financial consulting/planning.
Charitable giving, tax strategies, and estate transition.

Dave Shipley’s Experience

• Financial Advisor

  Chase Investment Services Corp.

  (Financial Services industry)

  March 2009 — Present (10 months)

  Assisting people to achieve financial security.

• Partner

  Aquire Wealth Advisors

  (Privately Held; Computer Software industry)

  September 2007 — March 2009 (1 year 7 months)

  I advise business owners and professionals on ways to protect and grow assets.

• Financial Advisor

  NMFN

  (Financial Services industry)

  May 2003 — September 2007 (4 years 5 months)

• Missionary

  Church of Jesus Christ of Latter Day Saints

  (Philanthropy industry)

  September 1999 — September 2001 (2 years 1 month)

  Bangkok, Thailand Mission

Dave Shipley’s Education

• The American College

  Master's , Financial Services , 2006 — 2008

• Brigham Young University

  BA , Political Science , 2001 — 2003

• Utah State University

  1998 — 1999

• IFHS

Additional Information

Dave Shipley’s Interests:

Investment opportunities, college sports, Jazz basketball, music.

Dave Shipley’s Groups:

NAIFA: National Association for Insurance and Financial Advisors
UVEPC: Utah Valley Estate Planning Council (Board Member)

•    Cowboy Leaders

Dave Shipley’s Honors:

CHFC- Chartered Financial Consultant
CFP- Certified Financial Planner

Dave Shipley’s Contact Settings

Interested In:

• new ventures
• job inquiries
• expertise requests
• business deals
• reference requests
• getting back in touch