David Hohimer. CPWA, AIF, EA

Examiner
DISC Type : sc

Managing Partner at Hohimer Wealth Management

Seattle, Washington, United States

Overview

As Managing Partner at Hohimer Wealth Management, David leverages 35 years of experience advising high-net-worth families. He holds Certified Private Wealth Advisor (CPWA®) and Accredited Investment Fiduciary (AIF®) designations, and earned a Master of Arts from The University of Phoenix.

Originally from Chicago, David lives in the Seattle area with his family. He is deeply invested in his community, having co-founded and coached an urban youth football club in West Seattle for over a decade. He also serves as a board member for the College Success Foundation.

For the past 12 years, he has coached a youth football club he started to mentor inner-city youth in Seattle.

Personality Overview

Unexpressive

Late Adopter

Status Quo Seeker

They are heavily focused on quality and prefer doing things the right way, even if it takes time.  They do not like taking risks at all and go for proven options in the end. They are thorough and always follow a systematic approach.

Topics They Care About

Youth Mentorship
Co-founded and actively coaches an urban youth football club in West Seattle, using the sport to teach life lessons and connect the community.
Educational Equity
Serves as a board member for the College Success Foundation, which supports students from low-income backgrounds in preparing for and graduating from college.
Fiduciary Responsibility
Holds the Accredited Investment Fiduciary (AIF®) designation and established his independent firm to better align with his clients' interests.

Media Appearances

Worth Knowing More - Hohimer Wealth Management Podcast. Featured in Hohimer Wealth Management

See Now

Work History

4-2019
Managing Partner at Hohimer Wealth Management
4-2019
Managing Director- Investments at Hohimer Wealth Management Group of Wells Fargo Advisors

Education

David has no verified education history

More Information

Social Presence :

Prographics :

Exp : 6 Location : Seattle, Washington, United States Job Level : N/A Designation : Managing Partner at Hohimer Wealth Management
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Insights For Selling To David

During A Call Or A Meeting

DO's

  • Ask them which other stakeholders would be important for this purchase decision
  • Be firm in your communication and stay in control
  • Expect them to be slow and cautious, encourage them to ask more questions

DONT's

  • Don't push them too hard to make fast decisions, give them time
  • Don't use phrases like 'do not worry', 'i promise' etc.
  • Don't rely on relationship building even if they act pleasantly

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with David is

  • Adoption by others is very important to them, followed by confidence in ROI.
  • Will you ever get a clear answer from David

  • Often, they don't say no, or keep going about it in circles.

Insights For Deal Planning

    How fast (or slow) will David move?

  • They don't like to hasten, so their speed of decision-making may be slow.
  • Can David take some risk or not?

  • They have little willingness to take risks, and prefer making calculated decisions.

You And David

Personality Compatibility


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