David Thiele
My blogs
| Gender | Male |
|---|---|
| Occupation | Financial Advisor Financial Planner |
| Location | Bend, Oregon, United States |
| Introduction | David Thiele is a seasoned wealth manager with a robust career spanning over two decades. His expertise encompasses various financial planning services, including wealth management, individual and corporate retirement planning, and sophisticated investment strategy formulation. Thiele is proficient in managing investment portfolios, strategizing for business succession, educational, financial planning, executive financial services, and philanthropy, and he possesses a sharp acumen for stock market analysis. Holding a suite of professional certifications, including Series 24, 51, 52, 53, 7, and 66, along with a valid insurance license, Thiele co-founded Kalyx Capital Management. Since its inception in 2016, he has steered the firm with a commitment to bespoke financial solutions, eschewing standardized approaches in favor of personalized strategies tailored to meet each client's unique goals and circumstances. His leadership fosters enduring relationships based on mutual trust and meticulous attention to detail. |