Dave Turner,

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GET TO KNOW DAVE

Dave Turner, Vice President – Wealth Advisor at Achieva Wealth Advisors, brings nearly two decades of experience in financial services and a passion for helping clients make confident, informed decisions. Since 2006, he has held leadership roles at both banks and credit unions, joining Achieva Credit Union in 2014 and transitioning to Achieva Wealth Advisors in 2016 to focus on wealth management.

Dave takes a holistic, relationship-first approach to financial planning. He invests the time to understand your goals, values, and lifestyle—ensuring every strategy is tailored to your unique needs. Known for his ability to simplify complex financial concepts, Dave empowers clients to move forward with clarity and confidence, especially during significant life transitions and retirement planning.

Originally from St. George, Utah, Dave is the youngest of four siblings and a lifelong athlete who played football, basketball, and ran track in high school. He earned his Bachelor’s in Business Administration from Utah Tech University and has lived internationally in both France and Belgium—experiences that shaped his love for travel and cultural exploration.

Now based in Clearwater, Florida, Dave shares his home with his Siberian cat, Rosie. He’s an active lifestyle enthusiast who enjoys Jiu-Jitsu, CrossFit, scuba diving, and skiing. A devoted University of Michigan football fan, he’s a season ticket holder and frequently travels to Ann Arbor for home games.

Dave is also deeply engaged in his community. He’s a past chairman of the Greater Palm Harbor Chamber of Commerce and served on various education committees and academic advisory boards, reflecting his commitment to giving back and supporting future generations.

LICENSING AND CERTIFICATIONS

• Certified Financial Planner™
• FINRA-registered Series 7 and 66
• Licenses in life, health, and variable annuities