My Biography



Dave Mauro has been helping investors reach their goals since 1987. He is a CERTIFIED FINANCIAL PLANNER™ (CFP®) with a B.A. in Business Administration from the University of Washington and further training in the financial markets from The Wharton School and Stanford University Graduate School of Business. His hobbies include mountain climbing and writing, which come together in the form of an online blog he publishes about such experiences. The father of two High School age boys, Dave is involved in everything from minor automotive repair, to the construction of dubious watercraft.

Professional Experience

  • UBS Financial Services Inc.  - First Vice President - Investments
    Bellingham, WA  - October 2008  - Present
  • Merrill Lynch  - Vice President - Investments
    Bellingham, WA  - May 1987  - October 2008

Personal & Community

  • Bellingham's Upfront Theatre - Actor
  • Committee to Build The Porch at Boulevard Park - Member
  • Brigid Collins House - Donor
  • Bellingham Festival of Music - Donor
  • Mt Baker Theater production of Spamalot - Sponsor

Registered States:
AK, AZ, CA, CO, CT, HI, IL, MN, NC, NV, NY, OR, PA, TX, VA, WA


David J. Mauro

David J. "Dave" Mauro, CFP®
First Vice President – Wealth Management
CERTIFIED FINANCIAL PLANNER™ (CFP®)
Certified Divorce Financial Analyst (CDFA™)

104 Unity Street
Bellingham, WA 98225
360-714-2550
800-774-8422
360-715-9096 fax
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