THE FIRM

Advanced Financial Solutions, Inc. was born out of the deep conviction that serving the interests of clients must come ahead of everything.

In 1993, Dave Wilhite determined that the best way to act on this conviction was to start his own independent investment advisory firm. Since then, Advanced Financial Solutions has had the autonomy to select solutions and create strategies apart from the influence of corporate entities, who have their own objectives. This has provided Advanced Financial Solutions the freedom to more easily act in a fiduciary manner, putting our clients’ interests ahead of all else.

Today, as a full-service, registered investment advisory firm, we offer active money management services, legacy planning, tax-aware investment strategies, comprehensive financial planning services, and much more.
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Our experience, network of sub-advisors, and commitment to the community set us apart.

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THE TEAM

David Wilhite CFP®
Wealth Advisor & Founder

Professional Experience
Advanced Financial Solutions, Inc. – Founder & President 1993- present
Active Portfolio Coach – Founder & President 2006 – present
World Marketing Alliance, National Marketing Director (CA, WA, OR, ID) 1992 -1993
Primerica Financial Services (formerly A.L. Williams) – National Sales Director (CA, WA, OR, ID) 1982-1991

Professional Designations, Degrees & Awards
CERTIFIED FINANCIAL PLANNER™
Securities Licenses: Series 6, 7, 22, 24, 26, 63, 65
Insurance Licenses: Life, Health/Disability
Top 10 Performance Rankings in Thomson Reuters “World’s Best Money Managers” in 1999, 2006, 2007, 2008 and 2009. (Returns self-reported and not verified by Nelson Information)
Bachelor of Science in Mathematics, Boise State – 1968
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Bill Overton CFP®
Wealth Advisor & Partner

Professional Experience
Advanced Financial Solutions, Inc. – Investment Advisor, 2018 - present
Non-profit positions – Aphesis Group, Young Life, & Climbers for Christ, 2011 - 2018
Technology Sales & Marketing – various industry leaders including Adobe, Micron Electronics, Gartner & Kount, Inc. 1993 - 2011

Professional Designations, Licenses and Degrees
CERTIFIED FINANCIAL PLANNER™
Securities License: Series 65
Individual Life Insurance Producer
BA in Business with emphasis in marketing, San Diego State University