About Us

About David Van Waldick

Business Startup Consultant | Small Business Growth Strategist | Financial Independence Mentor

Financial Independence Through Business Ownership

If are passionate about your skills and eager to turn those passions into a thriving small business, David Van Waldick is here to guide you every step of the way. With over 25 years of experience in finance, real estate, and investment analytics, David specializes in helping people like you transform their dreams of financial independence into reality through successful business ownership.

A Wealth of Experience, Tailored to Your Success

David’s career is a testament to his dedication and expertise in empowering individuals to achieve their business goals. As the Founder and Principal of The Biz Channel Consulting, based in Carlsbad, CA, David has honed his skills in helping aspiring entrepreneurs navigate the complexities of starting and growing a small business. His approach is deeply rooted in understanding your unique needs, crafting tailored strategies that align with your goals, and guiding you from ideation to successful execution.

David’s professional background is both diverse and robust. He served as the Chief Financial Officer at Winter Group Commercial Insurance, overseeing financial operations for a firm that generated $85 million in Gross Written Premiums annually resulting in $2 million a year in take home profit for the owner. His strategic planning and financial acumen were pivotal in the company’s growth and its successful offer to sell to a Wall Street Investment Bank for $20 million—a testament to his ability to drive success in complex financial environments.

Real Estate and Finance Expertise: A Foundation for Your Business

David’s experience extends into the realms of real estate finance and mortgage banking. As a Mortgage Broker, he originated over $400 million in construction debt financings, with $120 million in day-one fundings, particularly focusing on residential and multifamily projects. His management of over $1 billion in loans and residential real estate sales is a clear demonstration of his ability to navigate and succeed in challenging financial landscapes.

Before this, David worked as an Investment Officer at Key Bank’s Private Equity Group, where his keen eye for Rel Estate Development investment analysis and due diligence contributed to successful equity and debt investments. His first role out of business school as Assistant Vice President at Wells Fargo Bank helped to develop his expertise in secondary marketing selling loans to Wall Street Investment Banks, and portfolio analytic strategies, optimizing investment returns for the bank. These experiences collectively position David as a strategic planner with the ability to provide comprehensive business planning, financial modeling, and marketing strategies tailored to your specific needs.

Education and Leadership: Building Your Path to Success

David’s educational background includes a degree in Business Finance from San Diego State University, providing him with a solid foundation in business strategy, finance, and investment analysis. His academic achievements, combined with his hands-on experience in the field, make him a well-rounded advisor capable of guiding you through the intricacies of business ownership.

In addition to his civilian career, David served in the US Navy as a Radar Operator and Air Intercept Controller, where he developed strong leadership and problem-solving skills. These attributes have been instrumental in his ability to guide clients through the challenges of entrepreneurship, offering practical solutions and unwavering support.

Why David’s Approach is Different: A Focus on Your Success

What sets David apart is his deep commitment to helping people achieve their dreams of financial independence through business ownership. He understands that starting a business later in life comes with its own set of challenges, and he’s here to ensure that you have the support, knowledge, and tools you need to succeed.

At The Biz Channel Consulting, David offers more than just advice—he provides mentorship. He will work with you to develop a business plan that reflects your skills, passions, and goals, and he’ll be with you every step of the way as you launch and grow your business. His approach is hands-on and personalized, ensuring that you feel confident and empowered throughout your entrepreneurial journey.

David is also a self-published author of three books on Amazon, where he shares his insights and knowledge on building successful businesses. His writing, much like his consulting, is geared towards helping you understand the process, avoid common pitfalls, and ultimately achieve success.

Your Journey Starts Here

If you’re ready to take control of your financial future and turn your passion into a thriving business, David Van Waldick is the mentor you need. With his extensive experience, strategic insights, and unwavering support, you’ll be well-equipped to navigate the complexities of entrepreneurship and achieve the financial independence you’ve always dreamed of.

David’s mission is simple: to help you start or grow a business. Whether you’re starting from scratch or looking to take your existing business to the next level, he’s here to guide you with expertise, compassion, and a deep understanding of your unique journey. Your dreams are within reach—let David help you make them a reality.