Dave Cashdollar

Dave joins Confluence Financial Partners with more than 40 years of experience in serving clients as the Founder of Cashdollar & Associates. The focal point of Dave’s career has been to serve multi-generations of families and to be a firm where associates can learn and grow.

Dave understands that each client is unique and he finds joy in being a problem solver for their needs and goals. He finds fulfilment in serving multi-generations of families – some of which have spanned 4 generations. He looks forward to continuing to serve clients at Confluence.

He holds of B.A. in Education from Grove City College and a Masters of Education from Slippery Rock University. Dave holds the CERTIFIED FINANCIAL PLANNER™ certification, which he earned in 1983. He has been a member of The American Funds Advisory Council for 32 years.

Dave cares deeply about his community and has served in various roles with the YMCA, Chamber of Commerce, and Mercer County Industrial Development. Currently, Dave is a Trustee of Grove City College and serves at his church, Tower Presbyterian Church, as Deacon, Elder, and Trustee.

Dave and his wife, Kathleen, reside in Grove City. The couple enjoys spending time with their family, especially being involved in their grandchildren’s athletic activities.

Certified Financial Planner Board Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™  and CFP® in the U.S.