John Davis (CFP®, CPA/PFS)

John Davis focuses in the
following client markets or areas of practice:
- Business Owners
- Charitable Giving
- Estate & Generational Planning Issues
- High Net Worth Client Needs
- Retirement Plan Investment Advice
- Tax Planning
- Business Owners
- Charitable Giving
- Estate & Generational Planning Issues
- High Net Worth Client Needs
- Retirement Plan Investment Advice
- Tax Planning
NAPFA Start Date
November 06, 2017