Dave LaLonde is a seasoned Wealth Advisor with over two decades of experience in the financial services Minnesota, Dave has called Colorado Springs, CO, home since 1987. His commitment to financial excellence and client-centric approach have earned him a reputation as a valued advisor and industry leader.
Dave graduated with distinction from the University of Colorado at Denver with a B.A. in Public Relations, finishing at the top of his class. He furthered his education in graduate studies at the College for Financial Planning (CFFP). His educational achievements laid the foundation for a successful career dedicated to helping clients achieve their financial goals.
With over two decades of industry experience, Dave brings extensive knowledge and expertise to his role. He holds Series 7, 63, and 65 licenses and CLTC and FICF certifications. His specialization in Generational Wealth Management and Risk Mitigation, focusing on the unique planning needs of high-net-worth individuals and their families, distinguishes him in the financial services industry.
Dave's journey began as a Public Relations executive for a national non-profit organization. In 2001, he transitioned to the financial services industry, where he honed his skills and built a practice centered around serving the unique needs of his clients. In 2017, he took his practice to the next level by establishing a fully independent wealth management firm, ensuring the highest level of client service and expertise.
Dave enjoys the best of Colorado's outdoors outside of work through hiking, biking, camping, and exploring new rivers and streams. He is also an accomplished musician, playing guitar and singing for friends, family, and the community at various establishments throughout Colorado Springs.
Dave has been happily married to his wife, Jennifer, for 31 years. Together, they have two adult sons, Jake (23) and Ben (20), and a beloved 5-year-old ShorkiePoo named Gigi. His commitment to family and community extends to his charitable activities, including involvement with Compassion International, Christian Healthcare Ministries, Convoy of Hope, The Pregnancy Center of Colorado Springs, and Springs Church, where he volunteers on the worship team, and in community group leadership.
At LaLonde & Gillin Wealth Solutions, Dave derives great satisfaction from assisting clients in pursuing their financial goals. His financial advice is based on a client-centric approach, tailoring unique strategies to each client's needs, goals, and risk tolerances. Central to his process is a strong emphasis on financial risk mitigation. Dave is committed to building trust and confidence through a clear and consistent wealth management philosophy. He strives to be more than just an advisor, aiming to become a valued friend and partner.
Dave's career milestones include numerous awards and recognitions, allowing him and his wife to travel the globe. These accomplishments are a testament to his unwavering commitment to doing the right thing for his clients, every single time.