Dave Halfaker

Relationship Advisor

Dave Halfaker and his wife, Joanie, will be joining the BridgePort Financial Solutions (BridgePort) team in 2024. As an advisor, Dave enjoys forming deep relationships with his clients and witnessing their financial growth and success over the years.

For the past 25 years, Dave has helped guide clients toward their most important financial goals. In 1997, Dave founded Halfaker & Associates, CPAs with his wife. The CPA practice catered to individuals and small business clients and soon evolved to provide financial planning and investment advice.

Dave earned a bachelor’s degree in accounting from Florida State University. Shortly after graduating from college, he held various corporate financial management roles.

BridgePort Financial Solutions, LLC is a Registered Investment Adviser with the U.S. Securities & Exchange Commission. Registration does not imply a certain level of skill or training. BridgePort provides individual client services only in states in which it is filed or where an exemption or exclusion from such filing exists. All written content is for informational purposes only. Clients should consult their advisor with regard to any questions they may have. Past performance does not guarantee future performance. Independent advice should be sought in all cases.


 

Copyright © 2024 BridgePort Financial Solutions. All rights reserved.