DW Financial, Inc.

About Us-DW Financial Owners

Kevin Davidson, CPA, Co-Owner/Co-Founder

Kevin is a graduate of California State University, Fullerton, a member of AICPA, and The California Society of CPA’s. He has been providing tax, accounting and financial services since 1983. Kevin has been a CPA since 1986.

Dale Woodward, CFP, MBA, MS, Co-Owner/Co-Founder

Dale is a graduate of Fullerton College, an honors graduate with a BS in Adminstrative Science from Pepperdine University and holds both a Master of Business Administration Degree and a Master of Science in Management Degree from Western Governors University. Prior to transferring his license to DW Financial, Inc., was a Registered Investment Advisor. Dale has been a Certified Financial Planner since 1988.