Dave Stieh
Partner COO at Client 1st Advisory Group
Based in Clearwater, United States
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Seniority
C-Team
Department
General Business & Management
Location
Clearwater
Industry
Financial Services
Company size
10
Contact information
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d•••••••@c1ag.com
Phone
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Background
About Dave Stieh
As a trusted advisor, I seek to provide my clients the peace of mind they desire regarding their overall financial landscape. Using my skills and expertise, my team and I work to relieve my clients of the worry, work & record keeping that managing their financial life entails. I proudly work in a conflict free environment as I sit on the same side of the table as my clients acting as a fiduciary. Each and every client has their own unique goals and objectives that require specific attention. My Firm offers comprehensive wealth management that is tailored specifically to meet their specific goals and objectives. Specialties: Wealth Management, Wealth Planning, Retirement Income Planning, Tax Planning, Estate Planning, Business Consulting and Life Insurance Planning and Analysis.
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