Legacy Training Education Participant

David Jensen

Avaii Wealth Management
2101 N Casaloma Dr
Appleton, WI 54913
920-214-1212
dave@avaii.com
https://www.avaii.com/team/dave-jensen
Before coming to Avaii, Dave worked as a financial advisor at a Fortune 500 financial services organization. With almost two decades of experience in the financial services industry, Dave strives to help people build confident and generous futures through customized, comprehensive financial guidance.

In addition to his extensive industry experience, Dave holds a bachelor’s degree in finance, an MBA with a focus on finance, and a variety of professional licenses, including the CERTIFIED FINANCIAL PLANNER™ (CFP®) certification. Dave often works with clients to develop a personalized plan that strives to attack specific and intentional goals revolving around retirement income planning, investment management, and tax efficiency strategies.

A lifetime resident of the Hortonville/Greenville area, Dave enjoys spending his free time with his wife Carley, and their three children, Ethan, Lucas, and Lyla. His personal hobbies include reading, staying active, coaching sports, downhill skiing, and hunting.

Education Completed

2024

2023

Estate Planning

2022

Taxes & Funding

Hooper Law Office, LLC, is a law firm focused solely on Estate Planning and Elder Law, and does not engage in financial planning directly. The inclusion of any financial or insurance advisor or their company in our Legal Advisor Directory does not constitute an endorsement of the independent advice received from an advisor on the directory. The purpose of this directory is to indicate that an advisor has participated in continuing education through Hooper Law Office, LLC and has completed certain continuing education courses related to Estate Planning and Elder Law through our firm, but the inclusion of the advisor’s name in the Legal Advisor Directory does not constitute an endorsement of the advice or opinion presented by the advisor.