Dave Homan

Mr. David D.
Homan, Jr., is a Partner & Wealth Advisor at Willow Creek Wealth Management, Inc. He work with many individuals and families preparing for and transitioning to retirement: focusing on cash flow distribution strategies, retirement planning, and providing clients with solid fundamentals in long-term investing.
Prior to joining Willow Creek Wealth Management, he was a senior wealth advisor at a wealth management firm in San Rafael, where he specialized in portfolio management and financial planning for high-net-worth individuals.
In addition to more than a decade of wealth management experience, his professional background includes research and data analysis for a global financial institution.
He holds a master’s degree in financial planning from Golden Gate University and a bachelor’s degree in business management information systems from Chico State University.
He is a Certified Financial Planner and member of the Financial Planning Association.