Dave grew up in the Seattle area. He attended the University of Washington and received a degree in Finance from the Foster School of Business. He began his career in the Financial Services industry in 1997 and has over 19 years experience working both with individuals and institutions. His first job after college was working for MetLife Insurance Company on Mercer Island, WA. He tailored life insurance strategies to meet client needs.
Following MetLife, Dave went to work for McDonald Investments in Bellevue, WA. The team worked on an institutional trading floor speaking to CFO's, CEO's and Municipalities discussing Fixed Income options for their short-term operating cash.
Dave wanted to return to working with individual clients and took a job with Fidelity Investments as an Account Executive in 2003. He worked at Fidelity for over 11 years and oversaw a book of approximately $290 million in assets. Over that 11 year period, Dave conducted thousands of client meetings building retirement and investment plans for clients in both the accumulation and distribution phase of life.
Dave is a CERTIFIED FINANCIAL PLANNER™ professional and Enrolled Agent (EA). An enrolled agent (EA) is a federally-authorized tax practitioner who has technical expertise in the field of taxation and who is empowered by the U.S. Department of the Treasury to represent taxpayers before all administrative levels - examination, collection, and appeals - of the Internal Revenue Service. In addition to taxpayer representation, enrolled agents often provide tax consultation services and prepare a wide range of federal and state tax returns.
Dave, his wife and their two children live in Scottsdale, Arizona the majority of the year and spend summers in Seattle where they are originally from. Dave is a Licensed Private Pilot, enjoys fishing, golf and traveling. Dave is also an active real estate investor. He received a Certificate in Commercial Real Estate from the University of Washington and is a member of a National Real Estate Investing association.
BAA - Finance
University of Washington / Finance
06/01/1995 -06/01/1997
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Investment advisory services offered through Regal Investment Advisors, LLC, an SEC Registered Investment Advisor. Registration with the SEC does not imply any level of skill or training. Evergreen Wealth Management LLC is independent of Regal Investment Advisors. Check the background of this firm on FINRA's BrokerCheck. Any tax advice from Dave Stanfield comes from his capacity as an Enrolled Agent. Investment advisory services offered through Regal Investment Advisors, LLC an SEC registered investment advisor. Registration with the SEC does not imply any level of skill or training. Evergreen Wealth Management, LLC, is independent of Regal Investment Advisors. Regal Investment Advisors LLC is not a law firm or an accounting firm. IRS Enrolled Agent (EA) - An EA is a federally authorized tax practitioner who has technical expertise in the field of taxation and who is empowered by the U.S. Department of the Treasury to represent taxpayers before all administrative levels of the IRS for audits, collections, and appeals. 'Enrolled' means to be licensed to practice by the federal government and 'Agent' means authorized to appear in the place of the taxpayer at the IRS. Only Enrolled Agents, attorneys, and CPAs may represent any taxpayer before the IRS. The license is earned in one of two ways: (1) passing a comprehensive examination which covers all aspects of the tax code, or (2) having worked at the IRS for five years in a position which regularly interpreted and applied the tax code and its regulations. All candidates are subjected to a rigorous background check conducted by the IRS. In addition to the stringent testing and application process, the IRS requires Enrolled Agents to complete 72 hours of continuing professional education, reported every three years, to maintain their Enrolled Agent status. Enrolled Agents are required to abide by the provisions of the Department of Treasury's Circular 230, which provides the regulations governing the practice of Enrolled Agents before the IRS.