Surendra Dave

Getting to know my clients is the best part of my job. Some of them probably even know my dogs’ names (I talk about them all the time). But that’s why I’m here – so I can take the time to listen to my clients' life stories and help them work toward their dreams. Building long-term relationships is the first step to helping them develop and progress toward their goals. Take care of clients first and everything else will take care of itself. Outside of work, I’m plenty busy with our three kids and two dogs. I also enjoy cooking. Not that I'm an avid chef, but I enjoy it because it takes me away from the craziness of life! EFE may request that clients share their experiences. No compensation is paid for any reviews and EFE does not control the content. Reviews not representative of all clients.

This is a local sales office for Principal Financial Group. Our financial professionals will work closely with you on a consultative needs-based approach to find solutions that will help you reach your financial goals.