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portrait of David L Tarke
FINANCIAL ADVISOR

David L Tarke

CFP®, AAMS™
1103 Butte House Road Suite A, Yuba City, CA 95991opens in a new window
CallSend Me a Message

About David

My family has farmed in Sutter and Meridian since the 1850s. I am still actively involved in our family farm. My interest in being a financial advisor stemmed from my desire to manage our family's wealth effectively.

My vision is to help people maximize their potential. That is why I am actively involved in community organizations such as the hospital foundation and Rotary. It is also why I coached, photographed and videoed youth sports for 20 years and why I serve my clients as their financial advisor.

My office mission is to help clients organize, protect, grow and transfer wealth. My education...

Focus Areas

  • Estate & Legacy Strategies
  • Intergenerational Planning
  • Retirement Income Strategies
  • Business Retirement Plans
  • Retirement Savings Strategies
  • Wealth Strategies

Work History

  • Edward JonesJune 1995 to Current

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

  • AAMS™

    Accredited Asset Management Specialist™

Education

  • Columbia UniversityMBA (Masters of Bus Admin)
  • Univ of California-DavisBachelors

Personal Interests

  • Spending Time with Family
  • Community Outreach
  • Coaching Sports
  • Photography
  • Baseball

Team Members

  • Chris Capell
    Sr. Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 05:00PM
Tue 08:00AM - 05:00PM
Wed 08:00AM - 05:00PM
Thu 08:00AM - 05:00PM
Fri 08:00AM - 04:00PM
Sat Closed
Sun Closed

Additional Hours

  • Web Conferencing

Phone

(530) 671-2179

Fax

(888) 307-4952

Office Address

1103 Butte House Road Suite A
Yuba City, CA 95991opens in a new window

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