Dave Petso, CFP®
Managing Director, Executive Advisor
Department: Advisors
Experience: Financial advisor for 40-plus years
As a passionate advocate for financial education, Dave dedicates himself to empowering individuals and organizations with the knowledge and tools they need to achieve their financial goals. Dave has 40-plus years of experience as a financial advisor and joined the Modern Wealth team in October 2024 via the acquisition of Petso Financial Consultants, LLC.
Dave is based in the Boise, Idaho office and served as the founder and owner of Petso Financial Consultants, LLC. His expertise lies in income planning for retirees and foundations, helping clients navigate their financial journey with confidence and security.
Dave is the host of the Money Matters radio program, which airs on KIDO AM 580 from 8 a.m. to 10 a.m. MDT each Saturday. Through this platform, Dave provides insights, practical advice, and answers to listeners’ questions, making complex financial concepts accessible to a wide audience.
In addition to his media appearances, Dave enjoys engaging with investment groups and business organizations as a sought-after speaker, delivering captivation presentations that inspire and educate audiences on topics ranging from wealth management to retirement planning.
Beyond his professional engagements, Dave enjoys time with his wife, Ronya, his adult daughters, and three beautiful granddaughters. He and Ronya enjoy golfing, traveling, and creating their own unique adventures.
With his wealth of expertise and commitment to empowering others, Dave is dedicated to helping individuals and organizations achieve their financial aspirations and build a secure future.