David Madia

Services Offered

• Investment strategies
• Insurance planning
• Holistic financial planning

About

David Madia is a financial consultant based in Bellevue, Washington, affiliated with Oppenheimer. He specializes in aligning clients' unique goals and values with comprehensive investment and insurance strategies. David employs a detailed discovery process to understand each client's situation, time horizon, and risk tolerance. He focuses on serving high net worth individuals, families, corporate executives, and businesses, helping them grow and protect their assets while addressing complex financial challenges.

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