David Petso CFP®

Founder, Owner, & Senior Investment Advisor

Dave is the Founder and Owner of Petso Financial Consultants, LLC, one of the top advisory firms in the Northwest. With over 40 years of experience as a financial advisor, Dave has established himself as a trusted expert in the industry, managing a remarkable portfolio of over $1 billion in assets. He expertise lies in income planning for retirees and foundations, helping clients navigate their financial journey with confidence and security.

As a passionate advocate for financial education, Dave dedicates himself to empowering individuals and organizations with the knowledge and tools they need to achieve their financial goals. He shares his extensive expertise as the host of "Money Matters," a dynamic live radio program airing every Saturday from 8:00 AM to 10:00 AM on KIDO AM 580. Through this platform, Dave provides valuable insights, practical advice, and answers to listeners' questions, making complex financial concepts accessible to a wide audience.

In addition to his media appearances, Dave is an active member and past president of the Idaho Chapter of the International Association of Financial Planners. He enjoys engaging with investment groups and business organizations as a sought-after speaker, delivering captivation presentations that inspire and educate audiences on topics ranging from wealth management to retirement planning. 

Beyond his professional engagements, Dave enjoys time with his wife, Ronya, his adult daughters, and three beautiful granddaughters. He and Ronya enjoy golfing, traveling, and creating their own unique adventures.

With his wealth of expertise and commitment to empowering others, Dave is dedicated to helping individuals and organizations achieve their financial aspirations and build a secure future.