David Smiley, CFP®

David Smiley, CFP®

With a keen interest in helping people achieve and maintain financial independence, Dave joined Oxford Financial Planners office in 2008. Dave strives to make certain his clients believe they can sleep well at night, knowing there is a process in place, that is designed to meet their ever changing financial needs.

Dave utilizes The Peace of Mind Formula, a process to address the critical financial events that occur as a client’s life unfolds and needs evolve.

Dave became a CERTIFIED FINANCIAL PLANNER™ professional in 2011 and received his Retirement Income Certified Professional (RICP®) certification in 2014. In addition, Dave holds a Series 65 securities license (for providing investment advice) and maintains his Colorado Life and Health Insurance license.

Dave was born and raised in Fort Wayne Indiana and holds a Bachelor of Arts degree in Microbiology from Miami University and a Master of Science degree in Biological Sciences from Illinois State University. His educational background is rooted in science, including being part of the Amgen Inc. team; where as a senior scientist, his primary responsibilities were managing a group that assisted in commercialization activities for several of Amgen's biotechnology products. Again, he emphasized an alignment of his philosophy, planning strategies and process.

Dave and his wife of 40 years, Gloria, moved to Durango in 2008 to enjoy the Four Corners area and all its varied outdoor activities. He enjoys hiking in the mountains, reading, and Colorado history.  Dave is an active member of the Durango Daybreak Rotary club and serves on the Finance Committee for the Community Foundation serving Southwest Colorado. He is a member of the Durango Chamber of Commerce and proudly supports the Durango Arts Center, Music in the Mountains, San Juan Symphony, United Way and various other local non-profits.

Dave is a Certified Financial Planner (CFP®) professional. To earn the CFP® designation, Dave had to complete an approved educational program, pass a rigorous examination and meet stringent experience requirements. Dave also adheres to a professional Code of Ethics and he fulfills annual continuing education requirements to remain aware of current planning strategies and financial trends.

Phone (970) 375-1291