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| David J. "Dave" Mauro, CFP® |
| First Vice President - Investments |
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- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Certified Divorce Financial Analyst
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| 104 Unity Street |
| Bellingham, WA 98225 |
| 360-714-2550 |
| 800-774-8422 |
| 360-715-9096 fax |
| david.mauro@ubs.com |
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As a Financial Advisor, my strongest assets are the relationships I’ve established with my clients. Drawing on my experience and knowledge, I can offer customized wealth management advice and personalized service. I work closely with my clients to develop an investment strategy tailored to their needs. This ensures I have a thorough understanding of your objectives, and that you have realistic expectations and an understanding of the risks and rewards inherent in your investments.
I contact my clients regularly to stay informed of their ever-changing needs. By developing disciplined investment plans based on each client’s goals, I offer wealth management strategies for today and years to come.