David Lambo, Financial Advisor

Focus Areas

  • Wealth Strategies
  • Retirement Income Strategies
  • Insurance & Annuities
  • Estate & Legacy Strategies
  • Intergenerational Planning
  • Entrepreneurs & Business Owners

About David

Welcome to Edward Jones!

We work to help individuals and families committed to their retirements live comfortably, overcome investment complexity and create meaningful legacies using straightforward financial advice and strategies. I hold both the ABFP™ and AAMS™ designations, as well as a BFA from Central Washington University where I played college football (go Wildcats!).

I strive to deeply serve individuals, business owners and families as they invest in a variety of markets to grow their wealth. I was an Edward Jones client before joining the firm in 2016, and strive to advise people in a way that makes sense to them.

My wife,...

Work History

  • Edward JonesMay 2016 to Current

Certifications

  • ABFP™

    Accredited Behavioral Finance Professional™
  • AAMS™

    Accredited Asset Management Specialist™

Education

  • Central Washington UniversityBachelor of Fine Arts

Personal Interests

  • Spending Time with Family
  • Board Games
  • Coaching Sports
  • Cooking
  • Crafts

Team Members

  • Kelley Goodman
    Sr. Branch Office Administrator
    FPQP®

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 04:00PM
Tue 08:00AM - 04:00PM
Wed 08:00AM - 04:00PM
Thu 08:00AM - 04:00PM
Fri 08:00AM - 02:30PM
Sat Closed
Sun Closed

Additional Hours

  • Web Conferencing

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