David S.Beck-
(Certified Mortgage and Divorce Planning Specialist)

Divorce Planning Advantage
PMB297
321 High School Rd NE STE D3
Bainbridge Island, WA 98110
dbeck@cfahomeloans.com
Office  : 206-780-4373
Mobile : 206-953-1765

David is 54 years old. He and is wife of 28 years, Diane, have two children, Katie (23) and Adam (19). A native of Wisconsin, David and his family have resided in the Seattle area for the last 31 years. David had spent 30 years in the medical industry holding high-level marketing and sales management positions with well-known companies such as Johnson and Johnson, Kinetic Concepts and U.S. Surgical.

In 2007, David transitioned into a new career opportunity with CFA Northwest Mortgage Professionals as their VP of Business Development. Appling the skills and experience in learned in the medical industry, David has become a Certified Mortgage and Divorce Planner. David’s purpose is to help his clients reach their financial goals, regardless of their current life situation. David’s passion is to help people plan and pursue healthy wealth strategies through appropriate asset and debt optimization, which can ultimately create True Wealth. True Wealth is a balance of intellectual wealth, family wealth, contribution back to society and financial wealth, the essence of what is termed Quadrant Living^TM

Experience |
2007-Present
CMPS, CDPP

Member of both Certified Mortgage Planning Specialist organization and Certified Divorce Planning Professional Institute. Uniquely qualified to assess and create a complete financial plan to include the optimization of an individual’s total assets and liabilities. Whether planning for the children’s college education, real estate planning, retirement or eldercare, a clear plan is essential to meeting one’s goals.

With respect to Divorce planning, we work with clients who are either considering or already in the process of a divorce and who are anxious about their ability to continue to pay their obligations and remain independent during and after their divorce. We plan and protect their CRADLE – Credit, Assets, Dependents, Life and Estate so that they can exit their divorce fiscally intact, remain independent and pay their divorce professionals in full.

2007-Present
Guild Mortgage: dba CFA Northwest Mortgage Professionals
Vice President of Business Development
Mortgage Banker/Broker

1977- 2007
Engaged in the medical industry for 30 years, holding high-level marketing and sales management positions with well-known companies such as Johnson and Johnson, Kinetic Concepts, U.S. Surgical and Wave Form Systems.

Special Training and Certifications:
• Asset and Liability assessment and optimization, CMPS certification
• Missed Fortune, True Wealth training and certification
• Divorce Planning certification, CDPPI
• Real Estate investing, CMPS certification
• Business Degree from the University of Wisconsin