David Donhoff

Current

Financial Advisor/Leverage Planner at No Bull Financial, LLC

Past

Loan Officer at Home Finance USA
Hedge Trader at NorthWest Hedge Partners
Co-Founder/Speaker at WealthNow Workshops

Speaker at Stock Market Institute of Learning
Field Sales Representative at Robbins Research
Sales at Hershey Business

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3 more...

Education

San Diego State University-California State University

Recommended

20 people have recommended David

Connections

228 connections

Industry

Financial Services

Websites

David Donhoff’s Summary

My Bio:
David Donhoff is the founding principal at Leverage Planners, a financial consulting and advisory firm headquartered in Kirkland, Washington, (a division of No Bull Financial, LLC.) David leads the forefront of securities-free Profit-Lock Indexing (PLI) financial strategies. For over 25 years Donhoff has been guiding clients to achieve personal freedom and financial independence. As a featured contributor in national publications such as The Motley Fool, That Home Site, Guns and Whiskey, Global Economic Trend Analysis, and other prominent economic journals and financial BLOGs, Donhoff is a recognized advisor, advocate, and author. David swept away his CPA Joanne 10 years ago, and today she oversees the counting of the beans while David helps his clients MAKE, GROW and KEEP their beans from their Lake Washington vista home just a rain-soaked coffee-cup-walk from the NBF executive offices in the financial district of Kirkland, Washington.

David Donhoff’s Specialties:

Retirement planning, college planning, income & cashflow planning, equity balancing & structuring, "No Loss" guaranteed structured index accounts, Residential and Commercial Real Estate finance, business finance, credit analysis and improvement, asset protection, estate planning.

David Donhoff’s Experience

Financial Advisor/Leverage Planner

No Bull Financial, LLC

(Financial Services industry)

January 2001 — Present (8 years 11 months)

We analyze, strategize, plan and manage all non-securities investments, life insurance, retirement & annuities, business assets, real estate assets, leverage and loans.

NATIONAL AFFILIATIONS:
• Asset Marketing Services, National Production Affiliate
(Privately Held; 501-1000 employees; Investment Management industry)
March 2007 – Present
National Producing Agency for an annuity specializing firm.

• Equity For Life, National Production Affiliate
(Privately Held; 51-200 employees; Insurance industry)
January 2007 – Present
National Producing Agency for equity-matched indexed life contracts.

• Emery Federal Credit Union, National Affiliate Officer
(Privately Held; 501-1000 employees; Real Estate Financial Services)
January 2003 – Present
National Office.
Loan Officer

Home Finance USA

(Privately Held; 1-10 employees; Financial Services industry)

January 1998 — January 2001 (3 years 1 month)
Hedge Trader

NorthWest Hedge Partners

(Privately Held; 1-10 employees; Investment Management industry)

January 1997 — October 2000 (3 years 10 months)

Private Hedge Fund utilizing a volatility arbitrage trading strategy.
Co-Founder/Speaker

WealthNow Workshops

(Privately Held; 1-10 employees; Professional Training & Coaching industry)

October 1996 — April 1998 (1 year 7 months)
Speaker

Stock Market Institute of Learning

(Public Company; 51-200 employees; Professional Training & Coaching industry)

March 1996 — October 1996 (8 months)
Field Sales Representative

Robbins Research

(Privately Held; 51-200 employees; Professional Training & Coaching industry)

1989 — 1993 (4 years )
Sales

Hershey Business

(Privately Held; 51-200 employees; Business Supplies and Equipment industry)

1987 — 1989 (2 years )

David Donhoff’s Education

San Diego State University-California State University

Management , Marketing , 1983 — 1987

Activities and Societies:

1987 National Collegiate Champions, Aztec Rugby Football