David Strom in

David Strom

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Managing Director at Prime Pensions, Inc.
📍 Portland, Oregon, United States

David Strom is the Managing Director at Prime Pensions, Inc. , where he specializes in transforming retirement plans into profit centers for business owners. A creative expert in plan design and administration, he holds Qualified Pension Administrator and Qualified 401(k) Administrator certifications and earned his BA from UCLA. Colleagues describe him as a great planner and organizer.

Outside of his professional life, David enjoys taking time to unplug and recharge on relaxing getaways. A recent post highlights a trip to Cambria, California, suggesting an appreciation for scenic and tranquil destinations.

Unique fact: David is a self-proclaimed "Pension Nerd" with favorite sections of the Internal Revenue Code, including 410(b) and 401(a)(4).

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Experience
40 Years
Current Role
Managing Director
Job Level
Mid-senior
Location
Portland, Oregon, United States
Personality Overview

How David shows up

Communication Style
Decision Approach
Work Preference

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Priorities

Topics David cares about

Retirement Plan Design
His entire professional focus is on designing custom retirement plans that function as profit centers for business owners by optimizing tax deductions.
Tax Code Optimization
He proudly calls himself a "Pension Nerd" and enjoys using specific, complex sections of the Internal Revenue Code to benefit his clients.
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Career

Work history

11-2025
Managing Director
Prime Pensions, Inc.
8-2022 - 11-2025
President
Prime Retirement Solutions
1-2015 - 8-2022
President
Aldrich Retirement Solutions LP
10-2014 - 12-2014
Vice President, National Client Services
United Retirement Plan Consultants
5-2012 - 10-2014
Vice President and Regional Chief Operating Officer
United Retirement Plan Consultants
In the press

Media appearances

No media yetWe could not find public media appearances for this person.
Education
1981 - 1985
BA
UCLA
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

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