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portrait of David B Bleiweiss
FINANCIAL ADVISOR

David B Bleiweiss

CFP®, AAMS™
45 Front Street North, Issaquah, WA 98027opens in a new window
Accepting New Clients
Serving clients with $2,000,000
CallSend Me a Message

About David

We help high integrity individuals make decisions to help benefit their lives, families and health. We follow a defined process using passion, patience and persistence to deliver uncompromising service to our clients with integrity and transparency. We have many ways to connect and be available to our clients, from my favorite, face-to-face, to phone, online and Zoom.

Our clients are very positive people in the community and love life. It is our belief that this attitude should continue throughout their life into retirement and be passed down to future generations by creating long-lasting wealth: 10% of this is investments and the...

Focus Areas

  • Wealth Strategies
  • Estate & Legacy Strategies
  • Intergenerational Planning
  • Retirement Income Strategies
  • Charitable Giving
  • Entrepreneurs & Business Owners

Work History

  • Edward JonesJune 2010 to Current

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

  • AAMS™

    Accredited Asset Management Specialist™

Education

  • Univ of California-San DiegoBachelor of Arts

Personal Interests

  • Hiking
  • Football
  • Active Lifestyle
  • Auto Racing
  • Pickleball

Team Members

  • Christina Miskho
    Sr. Branch Office Administrator
    FPQP®
  • Jody Jensen
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 07:30AM - 04:00PM
Tue 07:30AM - 04:00PM
Wed 07:30AM - 04:00PM
Thu 07:30AM - 04:00PM
Fri 07:30AM - 04:00PM
Sat By Appointment Only
Sun By Appointment Only

Additional Hours

  • Web Conferencing

Phone

(425) 557-2171

Fax

(866) 622-0645

Office Address

45 Front Street North
Issaquah, WA 98027opens in a new window

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