Joshua Davis (CFP®, MBA)
Joshua Davis focuses in the
following client markets or areas of practice:
- Baby Boomers
- Business Owners
- Cash Flow/Budgets/Credit Issues
- College/Education Planning
- Entrepreneurs
- Fixed Fee (Subscription, Retainer, etc.)
- Baby Boomers
- Business Owners
- Cash Flow/Budgets/Credit Issues
- College/Education Planning
- Entrepreneurs
- Fixed Fee (Subscription, Retainer, etc.)
Additional Information
Josh Davis, MBA, CFP®
Josh is the Founder and Senior Financial planner of Davis Private Wealth, LLC. He founded the firm in January 2017 in order to better serve his clients as a boutique wealth management firm. Josh is a Certified Financial Planner (CFP®) through the CFP Board. He strives to stay up to date on top financial planning strategies for his clients.
Josh received his MBA from the University of Florida as well as a BS in Finance from Azusa Pacific University. Prior to launching his own firm, Josh was a Partner and Financial Planner at a $200 million wealth management firm in West Palm Beach, FL.
Josh works with many retired couples, business owners, and working professionals in order to assist them with their financial planning and future monetary achievements. His focus is on assessing client needs through comprehensive financial strategies in order to achieve their goals.
Josh founded the firm with the goal of providing exceptional client services that only come with an independent boutique company. He currently sits on the board of directors for the Financial Planning Association of South Florida and acts as the boards Treasurer for 2018 year and will be again for the upcoming 2019 board. He is also a member of the Wellington Chamber of Commerce and is continually serving clients throughout South Florida.
Josh lives in the Wellington area with his wife Melissa and their two girls Brielle and Alexa. In addition to enjoying the time he spends with family and friends, Josh and Melissa are members of Christ Fellowship Church in Royal Palm Beach.
NAPFA Start Date
November 19, 2018
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