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David Michael Eldridge, CRPC®
David Michael Eldridge brings over 15 years of experience to his role as a Wealth Advisor at Fullerton Financial Planning. Specializing in retirement planning, tax strategies, estate planning, and charitable giving, David has dedicated his career to helping clients prepare for a financially stable future. His journey in financial planning began in childhood, fueled by a natural curiosity about finances and a desire to serve others. Recognizing that financial literacy was not commonly taught at home or in schools, David saw an opportunity to empower individuals by providing the guidance they need to navigate life’s financial complexities.
David’s approach to financial planning is grounded in building long-term, dedicated relationships with each of his clients. He believes in delivering personalized, comprehensive plans that are not only customized to meet individual goals but are also adaptable to evolving financial landscapes. David is passionate about proactively planning for both known and unforeseen needs, ensuring his clients feel prepared for every stage of life.
Throughout his career, David has had the privilege of working with a diverse range of clients, from retirees and families to corporate executives and professionals, including employees of Fortune 500 companies like Boeing and Ford. He chose to join Fullerton Financial because of its family-focused environment, deep commitment to community, and dedication to comprehensive, client-centered service.
When he’s not working, David enjoys giving back to the community and values the collaborative, mission-driven culture at Fullerton Financial that allows him to make a meaningful impact on his clients' lives.