Marc Davis CFP®

Marc Davis CFP®

Partner

Phone: (619) 697-2684
Fax: (619) 697-8257
E-mail:

 
 
            Qualifications
  • Financial Advisor since 1990 
  • Certified Financial Planner (CFP®) since 1993 
  • State Securities registration: Series 66 (Uniform Combined State Law)
  • Bachelor of Arts in Economics, Brigham Young University

             Responsibilities
  • Senior Financial Planner 
  • Leads firm in strategic vision & corporate strategy 
  • Primary client relationship manager 
  • Sets the tone & direction of the firm 
     
             Personal Information
 
Marc is a husband and proud father of 7 beautiful children. He actively volunteers in his church and is an energetic Boy Scout supporter with his local church units. He serves on the Planned Giving Board of the Salvation Army, and on the Poway Unified School District Board.  Marc started his own financial planning firm in 1994, and joined forces with his partner Joe in 2005 to better serve his clients. Marc’s interests also include current events, history, boating, golf, and playing basketball at the local gym.