David E. Hudson, CFP®, CRPC®

David's approach to financial planning was shaped by the values instilled in him by his parents. His father's upbringing during the Depression and 31 years of military service taught him discipline, resilience, and respect for the value of a dollar. His mother, a veteran and Army nurse midwife, demonstrated the importance of compassion, service, and being there when people need guidance.

David began his financial-services career in 1992 as a teller and member service representative at a small credit union. He later moved into management with a large regional bank, where he helped open and develop branches in emerging markets. In 1999, he joined a pilot program that allowed select managers to offer investment services and quickly recognized that he had found his professional calling.

His career path led to multiple securities and insurance licenses and, in 2015, the Certified Financial Planner® designation. Today, with more than three decades of experience, David helps successful families prepare for and navigate retirement with clarity, confidence, and coordination. His work focuses on helping clients understand whether they have saved enough, identify the decisions that still need to be made, and move forward with purpose.

This philosophy is reflected in the work of Waypoint Wealth. Just as a waypoint provides a point of reference along a journey, the firm helps clients understand where they are, where they are headed, and what course adjustments may be needed along the way.

Outside the office, David stays active by playing hockey, a sport he has enjoyed since childhood.

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Securities and financial planning offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC.