David J. Abbs

Dave has been helping individuals and families in Michigan’s Great Lakes Bay Region plan for their financial futures for more than four decades. Dave has built his practice on a simple philosophy: provide thoughtful, independent advice and always place the client’s interests first.

As a Wealth Advisor, Dave works with professionals, pre-retirees, retirees, and small business owners, helping them navigate investment management, retirement planning, and employee benefit plans. Over the years, he has guided clients through changing markets, evolving tax laws, and life’s many financial milestones—always with a steady, long-term perspective.

Dave and his team remain committed to providing personal service and helping clients make confident financial decisions for the years ahead.

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Community Involvement

• Saginaw Valley State University: Board of Control member (2005 to 2013); chairman (2011 – 2013); Alumni Association board member (2003-2010)
• Saginaw Valley State University Foundation Board (2014-2025)
• Saginaw County Chamber of Commerce, including roles as board member and chairman of the Economic Outlook Conference Committee (1996-2002)
• Saginaw Community Foundation: treasurer, vice chairman and chairman (1998-2016)
• One Hundred Club of Saginaw County: charter board member (1996-present), president (1996-2016)
• Bay City Noon Optimists: board of directors, president (1983-1990)
• Saginaw Art Museum: director, treasurer, president (1997-2006)
• Kochville Township Business Association: president (2002-2005)
• Kochville Township DDA: treasurer (2002-Present)
• Saginaw Valley Rotary: director, treasurer, president (1996-2000)
• The Saginaw Club: director, treasurer, president (2007-2012)
• National Eagle Scout Association: lifetime member

Designations

The CFP® Designation

To earn the CERTIFIED FINANCIAL PLANNER® certification, individuals complete an extensive course of study and are tested on their knowledge of the financial process in areas including tax management, employee benefits, retirement planning, estate planning, investment management and insurance. To maintain the CFP® certification, the individual must obtain an additional 30 hours of continuing education every two years in those financial planning areas.

The CFS® Designation

To become a Certified Fund Specialist (CFS®) candidates must complete a one year course and pass a comprehensive exam. They must also meet annual continuing education requirements to maintain their certification. The CFS® program covers every aspect of investing as it applies to open-end mutual funds, closed-end mutual funds, fixed and variable annuities, real estate investments trusts and unit investment trusts.