David Davis Crc® Email & Phone Number

With over a decade of experience in the financial industry, my core competencies lie in crafting personalized financial plans that align with the unique goals of our clients at Full Circle Financial Planning. My mission is to empower individuals through informed financial decisions, leveraging my expertise in employee benefits and retirement planning. I am committed to delivering financial strategies that resonate with the culture and values of our diverse clientele.In my current role, I apply a holistic approach to financial planning, considering the many facets of a client’s financial picture, including Simple IRAs and mutual funds. My certification as a Certified Retirement Counselor (CRC) has been instrumental in guiding clients toward retirement, ensuring that they are well-informed and confident in their investment choices. The experience garnered from my previous tenure at Infinex Financial Group has been invaluable in enhancing my advisory capabilities.

Listed skills include Mutual Funds, 401K, Buy Sell Agreements, Simple Ira, and 20 others.