John T Davis Cfp (R) Email and Phone Number

I am a Director with Moss Adams Wealth Management specializing in financial planning for high net worth individuals, families and business owners. I am also a CERTIFIED FINANCIAL PLANNER™, and Retirement Income Certified Professional. I am passionate about connecting with clients and advising them on the advantages and disadvantages of various financial planning, insurance, tax and investment strategies. I bring over 17 years of industry experience to serve high net worth individuals at Moss Adams, LLP. This group of individuals includes owners of privately held businesses, senior corporate executives, professionals, and families and their succeeding generations. EDUCATION & CREDENTIALSI graduated from the University of California at Davis with a B.S. in Managerial Economics. In 2012 I completed all the required courses through the College for Financial Planning and passed the exam to receive my Certified Financial Planner ™ (CFP®) professional designation in September 2012, and my Retirement Income Certified Professional (RICP®) designation in April, 2016. Investment advisory services are offered through Moss Adams, LLC an SEC-registered investment advisor.