Our Qualifications

At Davis Financial we believe in the three pillars of a good financial planning team:

  1. Experience – Each of our associates has decades of experience developing specialty niches in financial planning. Together we have over 65 years of combined service.
  2. Options – as an independent financial planning firm we are free to consider all of the thousands of investment alternatives available today. We can weigh the merits of one investment against another, recommending investments only because they will contribute to the success of your investment strategy, not because they fill a quota.
  3. Education – our associates believe in continually furthering their education and certifications to better serve clients with the most innovative market-driven investment opportunities available. Our certifications include:
    • CMFC (Chartered Mutual Fund Counselor)
    • CFP
    • CLTC
    • CDFATM (Certified Divorce Financial Analyst)