David M. Dake, CSA
Certified Senior Advisor
David M Dake Financial Services, LLC
est. 7/1/2001
2011 to Present – Independent Fixed Annuity Professional
2001-2011 – Allstate Financial Services
Exclusive Financial Specialist
1995-2001 – MetLife Financial
Financial Planner
Central Region Sophomore and Junior Agent of the year in 1996-1997
1986- 1994 – Jim Winter Buick
Finance & Insurance Manager
1985-1986 – Les Stanford Pontiac/Cadillac
Finance & Insurance Manager
1980-1985 – Self Employed Advertising Sales
1970-1980 – Credit Union and Banking Management
EDUCATION:
Jackson College – Associate Arts degree
Spring Arbor University – BA – Management of Human Resources
College of Financial Planning
Society of Certified Senior Advisors
Certified in Michigan for Finance & Insurance
Service Organizations:
Jackson Jaycees (1970s)
Jackson Host Lions Club (Past President) since 1994
Serving the Mid-Michigan area for finance and insurance since 1995
Advising clients on financial and retirement goals, with an emphasis on
conservative Fixed and Fixed Indexed annuities, life insurance and Long Term Care Insurance
About Certified Senior Advisors (CSA)
The Certified Senior Advisor (CSA) is the leading certification for professionals serving older adults and is a designation awarded to qualified individuals. Earning the CSA certification requires individuals to pass a rigorous exam and to uphold the highest ethical standards for the benefit and protection of the health and welfare of seniors. CSAs are multidisciplinary professionals who have demonstrated advanced knowledge in the multiple processes of aging.
The Certified Senior Advisor certification program is accredited by the American National Standards Institution (ANSI) and the National Commission for Certifying Agencies (NCCA). To qualify for the CSA certification, and to use the CSA designation, individuals must meet the following requirements:
- Complete the candidate information profile
- Complete the disclosure questionnaire
- Pass the CSA certification examination
- Pass a criminal background check
- Complete the Roles, Rules, and Responsibilities Ethics Module
- Complete and submit the signed Certified Senior Advisor (CSA) Application for Certification
