Dave Shields is the founder and president of Wealth Planners of America, LLC.
After graduating with a dual Accounting & Finance degree, Dave began his career in the financial industry in Ohio in 1993. His experience includes an extensive knowledge of investments, insurance products and estate planning. Although Dave has hundreds of clients that he personally advises, his primary focus is to use his years of experience to mentor, train and support agents and advisors across the country. He has a great passion to help financial planners achieve the same level of success that he has been fortunate enough to have.
In addition to working with clients, agents and advisors, Dave serves as the CEO of an SEC registered Investment Advisory Firm, called Wealth Watch Advisors, LLC.
Dave is married with three children and resides in San Antonio, TX. In his time away from the office, he can usually be found in the bleachers, watching his son, Hunter, who plays College baseball.