Brian Davis, ChFC, CFP, CEPA
Professional ExitMap Planner / Featured
President, Davis Wealth Management, LLC ➤
Brian Davis is a Certified Financial Planner™ (CFP™) practitioner and holds the Accredited Investment Fiduciary® (AIF®) and Professional Plan Consultant™ (PPC™) designations from the Center for Fiduciary Studies.
Brian also holds the Certified Plan Fiduciary Advisor (CPFA) designation from the National Association of Plan Advisors (NAPA), and the Certified Exit Planner Advisor (CEPA) designation from the Exit Planning Institute where the focus is on Value Acceleration, a proven process that focuses on value growth and aligning business, personal, and financial goals.
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- Listing ID: 7242
- Professional Class: Exit Planner, Financial Planner, Insurance