Serving Mt. Clemens, Port Huron, and St. Clair.
David R. Chevalier, Financial Advisor
Born and raised in the Metro Detroit area, Dave graduated from Central Michigan University with a Bachelor of Science Degree in Economics. Dave started his financial advisors career in 1999 working with Merrill Lynch, then transitioned to Bank One Securities before reaching his ultimate goal of becoming an Independent Financial Advisor. In 2009, Dave joined NettWorth Financial Group and with this experience, Dave gained the knowledge to work with individuals in any stage of investing, whether they are just starting out, saving for college, or planning for retirement.
David's mission has been to use a comprehensive planning approach when working with clients, helping them understand their financial needs and guide them to attain their financial goals. Some of his major focuses are tax reduction, retirement planning, asset management and estate planning.
David specializes in advising pre-retirees and retirees in creating, growing and preserving assets in the most tax-efficient manner to meet their retirement needs. He has extensive knowledge of employee benefits and retirement planning.
Dave has been married to Christine for 18 years and has three beautiful daughters. Most of Dave's free time is spent with his family at the kid's sports, and if he does manage a little time to himself, he enjoys golfing and playing hockey.