UlTImATE SUccESS GUIdEAbout David
- Host of NBC 25’s “Money Matters”
- Founder of Retirement Resources, LLC
- Chartered Financial Consultant
Dave Boike, ChFC is a locally well-known financial educator,
host of NBC 25’s “Money Matters” and author of High Tide: A
Practical Guide for Affluent Retirees to Protect, Profit and Prosper from the Coming
Financial Storm. Dave’s goal on “Money Matters” is to discuss pertinent, current, and
helpful financial information. For 32 years, Dave has been teaching investors how to
preserve their assets, increase their income, and reduce income taxes.
Dave also serves as a Chartered Financial Consultant, a designation awarded only to ex-
perienced advisors who have completed a 10-course study program, through the Ameri-
can College in Pennsylvania, focusing on Tax, Investment, Risk Management, Retirement
and Estate Planning. In addition, he is an approved member of the International Associa-
tion of Registered Financial Planners, and the Society of Financial Service Professionals.
Dave is also a contributing author of 21st Century Wealth, an easy-to-read book
for those already retired or those planning for a financially rewarding retirement.
His insight and opinions are sought after by various media sources including The
Wall Street Journal, Smart Money Magazine, Detroit Business Hour, TV 25, TV 12,
and various radio stations. Dave was also recently featured in Senior Market Advisor
magazine for his outstanding service to the community.
For three years in a row, Dave has been named a 5 Star Wealth Manager, an award
only given to the top 7% of advisors in each state. The 5 Star Wealth Manager status
is only for advisors who have a 95% or higher client satisfaction rating. His Firm,
Retirement Resources, LLC, has been recognized annually as one of the top Advisory
firms in the country and has an A+ rating from the Better Business Bureau.
Recently Dave was featured on a new T.V. series created to educate Retirees on key
issues named The Consumer Advocate which is to air on many of the major networks
in 2013.
Dave and his wife, Cherie, are the proud parents of 2 sons and 6 grandchildren. They
are active members of a church, where he has served on the Deacon’s board for over
15 years. In his free time, Dave enjoys playing basketball, going up north, reading,
meeting new people, spending time with family and friends, and traveling.