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David G
Series 65
Pocatello, ID
Liftoff Financial Planning
David Gorham is a financial advisor at Liftoff Financial Planning in Pocatello, ID, holding a Series 65 credential with seven years of industry experience. He previously worked at Apex Advisors US and Tri-Merit before joining Liftoff Financial Planning in 2018. Liftoff Financial Planning is an independent registered investment adviser serving individual clients, employer-sponsored retirement plans, and business clients. The firm focuses on passive portfolio construction using index mutual funds and ETFs, while incorporating fundamental analysis and third-party managers, and offers tailored financial planning, employer plan advisory services, and educational courses.
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