Lana Davis
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Lana Davis Email & Phone Number

Aspiring Financial Planner at Delap LLP
Location: Del Mar, California, United States 3 work roles 2 schools
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✓ Verified Jun 2026 3 data sources Profile completeness 86%

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Current company
Role
Aspiring Financial Planner
Location
Del Mar, California, United States
Company size

Who is Lana Davis? Overview

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Quick answer

Lana Davis is listed as Aspiring Financial Planner at Delap LLP, a company with 130 employees, based in Del Mar, California, United States. AeroLeads shows a matched LinkedIn profile for Lana Davis.

Lana Davis previously worked as Wealth Advisory Intern at Delap Llp and Lacrosse Coach at North Coast Storm Lacrosse. Lana Davis holds Financial Planning And Services And Marketing, Junior from George Fox University.

Company email context

Email format at Delap LLP

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Delap LLP

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Profile bio

About Lana Davis

Lana Davis is a Aspiring Financial Planner at Delap LLP.

Current workplace

Lana Davis's current company

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Delap LLP
Delap Llp
Aspiring Financial Planner
lake oswego, oregon, united states
Website
Employees
130
AeroLeads page
3 roles · 5 years

Lana Davis work experience

A career timeline built from the work history available for this profile.

Wealth Advisory Intern

Current

Lake Oswego, Oregon, United States

Learning and participating in every aspect of a wealth advisory practice including client onboarding, client service activities, financial plan development, investment allocation, tax strategies and compliance.

Jun 2024 - Present

Lacrosse Coach

North Coast Storm Lacrosse

San Diego, California, United States

Women's Lacrosse Coach dedicated to guiding youth, ages 6-13, in their development and comprehension of the sport. STORM Lacrosse is the premier developmental program in North County San Diego, catering to aspiring lacrosse players of all levels. With a unique blend of recreational and competitive club options, STORM Lacrosse provides a comprehensive.

2021 - 2024 ~3 yrs

Barista

Del Mar, California, United States

Prepared coffee and other items for guests and locals staying at the hotel. Created a welcoming environment and oversaw the retail space.

May 2023 - Aug 2023
Team & coworkers

Colleagues at Delap LLP

Other employees you can reach at delapcpa.com. View company contacts for 130 employees →

2 education records

Lana Davis education

Financial Planning And Services And Marketing, Junior

Activities and Societies: President of the Financial Planning Club Women's Varsity LacrosseCFP Board Registered Program

High School Diploma

Activities and Societies: Varsity Women's Lacrosse Captain and Women's Water polo National Honors Society Member Awarded Top Leader of the.

FAQ

Frequently asked questions about Lana Davis

Quick answers generated from the profile data available on this page.

What company does Lana Davis work for?

Lana Davis works for Delap LLP.

What is Lana Davis's role at Delap LLP?

Lana Davis is listed as Aspiring Financial Planner at Delap LLP.

Where is Lana Davis based?

Lana Davis is based in Del Mar, California, United States while working with Delap LLP.

What companies has Lana Davis worked for?

Lana Davis has worked for Delap Llp, North Coast Storm Lacrosse, and L'Auberge Del Mar.

Who are Lana Davis's colleagues at Delap LLP?

Lana Davis's colleagues at Delap LLP include Allie Olson, Sarah (Gibbons) Boyter, Cpa, Delap Moderator, Matt Mattecheck, and Miranda Aguilar.

How can I contact Lana Davis?

You can use AeroLeads to view verified contact signals for Lana Davis at Delap LLP, including work email, phone, and LinkedIn data when available.

What schools did Lana Davis attend?

Lana Davis holds Financial Planning And Services And Marketing, Junior from George Fox University.

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