David Davis Crc® Email and Phone Number
David Davis Crc® work email
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David Davis Crc® personal email
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David Davis Crc® phone numbers
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.
Full Circle Financial Planning
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Financial PlannerFull Circle Financial Planning May 2023 - PresentLansing, Michigan, United States -
Registered RepresentativeInfinex Financial Group Jun 2016 - May 2023
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Financial Consultant, Banking Officer-SalesFlagstar Bank Jul 2015 - May 20231801 W Grand River Ave, Okemos, Mi 48864 -
Registered RepresentativePrincipal Financial Group Jan 2013 - Jul 2015Lansing, Michigan Area -
Financial AdvisorThe Centennial Group Sep 2012 - Jul 2015Lansing, Michigan Area -
Flexo-Graphic Printing Press OperatorAdvance Packaging Corporation Oct 2005 - Dec 2012Jackson, Michigan Area
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Youth PastorPulaski Free Methodist Church Jun 2007 - Jul 2009
David Davis Crc® Skills
David Davis Crc® Education Details
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Business Administration -
Napoleon High School
Frequently Asked Questions about David Davis Crc®
What company does David Davis Crc® work for?
David Davis Crc® works for Full Circle Financial Planning
What is David Davis Crc®'s role at the current company?
David Davis Crc®'s current role is Financial Planner @ Full Circle Financial Planning | Certified Retirement Counselor.
What is David Davis Crc®'s email address?
David Davis Crc®'s email address is da****@****ail.com
What is David Davis Crc®'s direct phone number?
David Davis Crc®'s direct phone number is (888) 248*****
What schools did David Davis Crc® attend?
David Davis Crc® attended Spring Arbor University, Napoleon High School.
What skills is David Davis Crc® known for?
David Davis Crc® has skills like Mutual Funds, 401k, Buy Sell Agreements, Simple Ira, Iras, Income Protection, Life Insurance, 403 B, Sep, Financial Needs Analysis, Disability Insurance, Health Insurance.
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