Al Davis (CFP®, EA)

Al Davis focuses in the
following client markets or areas of practice:

  • Business Owners
  • College/Education Planning
  • Middle Income Client Needs
  • Retirement Planning & Distribution Rules
  • Tax Planning

Planning Specialties

Davis Financial Planning is a fee-only financial planning firm based in beautiful downtown Asheville.  We offer professional, independent, and objective tax and financial planning and investment advisory services without bias from outside compensation. The only compensation we receive is directly from our clients. We do not receive or accept commissions, referral fees, or third-party incentives.
 

Additional Information

Al S. Davis, the founder of Davis Financial Planning, has been in the financial services industry in western North Carolina since 2000 and has been recognized as a CERTIFIED FINANCIAL PLANNER™ since 2007. He began his financial services career working closely with small businesses and their owners as a small business client manager and Asheville senior banking executive for Bank of America. He then provided holistic financial planning and advice for affluent and high net worth clients as the private banking manager and wealth services team leader for SunTrust. He then managed all banking activities in western North Carolina as western region executive with Capital Bank.

 

Al S. Davis, CFP® is a member of the Alliance of Comprehensive Planners (former President), the National Association of Personal Financial Advisors, the Financial Planning Association, and the Land of Sky Estate Planning Council (former President).

Al is very active in the Asheville community having served on the board of directors of the Asheville Community Theatre, UNC Asheville Foundation, The Kiwanis Club of Asheville, and The Asheville Parks and Greenways Foundation. Al is also a long-time supporter and volunteer with the Asheville Area Chamber of Commerce, United Way of Asheville and Buncombe County, and Big Brothers Big Sisters of WNC.

Al graduated from Appalachian State University earning a degree in business administration in 1991 and earned an MBA from The University of Tennessee in 1993.

NAPFA Start Date

September 23, 2010

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This Office

111 Central Ave Asheville, NC 28801-2418 Phone: (828) 398-5050