First Command Financial Advisor - David Slater, RICP®|CFP® - Monterey (CA)

5 /5 Charlotte: I’ve been with first command for 5 years in 3 different duty stations. Chalitda is by far the best advisor I’ve had. She truly cares about her clients and it shows with the time and energy she has put into helping me on my path to reach financial freedom. I didn’t grow up with financial security and I was not well educated on finances coming into the Navy, but Chalitda has helped fill in those gaps with white board drawings and many repeated explanations until I truly understood. This location has monthly events such as “puppies & pints” and “paint & sips” that help build community and they typically offer “lunch & learn” sessions to continue to build financial knowledge which have been great for my friends and I to attend.

5 /5 April J: I’ve been with First Command over a decade. This branch, and specifically Chalitda Hughes is very knowledgeable and helpful. She works hard to address your and your family’s financial needs not only now but for the future. She’s shown me dozens of options of ways to prepare us for early retirement along with worst case scenario end of life care which is very costly. Her recommendations are insightful and have helped us out. I will think of her in my old age when I am not worrying about money. Also, first command hosts events every so often which are always fun and a lot of times dog friendly too!

5 /5 Korinna Shackleford: We have been with Chalitda for 18 months and have been very impressed with her after each appointment. We’ve had multiple First Command advisors throughout the country and she is one of the most personable advisors we have had. She truly takes an interest in her clients and her inter disciplinary knowledge is applicable beyond the military lifestyle. We have always enjoyed every experience with First Command over the years, but this Monterey office will be missed. They have done a great job of keeping their clients well informed about latest financial developments along with providing multiple opportunities to build rapport with the office and advisors.

5 /5 Karl Zimbauer: My family’s advisor, Chalitda, is very knowledgeable and is always committed to helping us create the optimal financial plan. I’d recommend First Command and Chalitda to anyone, but especially to military service members.

5 /5 WBN William: I have been with 1st Command for over 30 years, Dave is first class advisor. A true professional, a family man, and veteran who has put his life on line in harms way. I trust Dave 100% with my investments and insurance needs and one of the very best.