Dave Loftus, RICP®, CLU®, ChFC®

As a Cetera Wealth Advisor, Dave has been working with Members of Mainstreet Credit Union since 2000 and has been in the financial services industry since 1990. His focus is helping his clients to generate income in retirement through high-quality investment portfolios, and planning for the distribution of assets to heirs.  His goal is to eliminate the stress that can occur during this critical time in his client’s life. 

Dave and his wife, Janet, have been married for 38 years. He is an active sponsor of Growing Futures Early Education Center, a local Head Start affiliate, for whom he heads up an annual diaper drive that results in his office being filled with boxes of diapers for the month of February.