Dave Glaser
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Recent activity by Dave Glaser-
How do I reschedule or cancel a session?
To reschedule or cancel, open the calendar invite we emailed you and click Reschedule or Cancel — your slot frees up automatically. When you can, please avoid cancelling within 24 hours of your ...
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How do I close my account?
If you would like to close your account, please reach out directly to support. Account closures are processed in the order by which they are received and in accordance with our Privacy Policy. Plea...
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Does Addition Wealth provide general financial guidance?
Yes. You get free access to CFP® professionals plus articles, tools, and webinars — from budgeting to equity comp. The best starting point is a 1:1. Browse app.additionwealth.com anytime for self-s...
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What should I think about insurance or life insurance?
An advisor can help you think through whether you need insurance, what kind, and how much with no sales pressure, since our advisors don't sell products. Book a 1:1 and mention insurance so we matc...
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What should I do with my money?
That's the perfect question for a 1:1, and it's free through your benefit. An advisor looks at your full picture and gives real, personalized guidance (we don't give financial advice over support)....