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, CCIM, 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. He is licensed as a California Real Estate Broker and Certified General Real Estate Appraiser. Dale is also a Certified Commercial Investment Member of the Real Estate Institute (CCIM) and, prior to transferring his license to DW Financial, Inc., was a Registered Investment Advisor. Dale has been a Certified Financial Planner since 1988.