Marc Davis, Cfp Email & Phone Number
@hoylecohen.com
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Who is Marc Davis, Cfp? Overview
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Marc Davis, Cfp is listed as Senior Wealth Adviser at HoyleCohen Wealth Management, a company with 38 employees, based in San Diego, California, United States. AeroLeads shows a work email signal at hoylecohen.com and a matched LinkedIn profile for Marc Davis, Cfp.
Marc Davis, Cfp previously worked as Founder and Partner at Davis & Seiley Wealth Management and Financial Adviser at Metlife Resources. Marc Davis, Cfp holds Ba, Economics from Brigham Young University.
Email format at HoyleCohen Wealth Management
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AeroLeads found 1 current-domain work email signal for Marc Davis, Cfp. Compare company email patterns before reaching out.
About Marc Davis, Cfp
Marc Davis was a Founding Partner of Davis & Seiley Wealth Management which merged with HoyleCohen in January 2023. Marc has been serving clients in the financial services industry since 1990. Marc’s work focuses on developing tailored planning and investment strategies and fostering a collaborative client experience. At HoyleCohen Marc continues to work with clients through building holistic financial planning strategies designed to see them through all life’s stages.Marc earned a Bachelor of Arts degree in Economics from Brigham Young University and holds the CFP designation. In addition to his professional work, he has donated significant time to the non-profit community including roles on various boards, which include the Salvation Army and the Poway School board. He has also served extensively with the Boy Scouts of America, coached many youth sports teams and served in various leadership positions within his church. Marc is a native San Diegan who lives in Ramona with his wife Karen. They have 7 children and 11 grandchildren! Marc’s interests include the study of history, current events, racquetball, surfing, and spending time with family.
Marc Davis, Cfp's current company
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Marc Davis, Cfp work experience
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Founder And Partner
For 15 years, our firm has provided comprehensive financial planning and investment management services to individuals, families and small businesses.Davis & Seiley Wealth Management Inc. is a State Registered Investment Advisor
Financial Adviser
Colleagues at HoyleCohen Wealth Management
Other employees you can reach at hoylecohen.com. View company contacts for 38 employees →
Elisabeth Cullington
Colleague at Hoylecohen Wealth Management
San Diego County, California, United States, United States
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VW
Vanessa Wieliczko, Cfa, Caia, Cfp®
Colleague at Hoylecohen Wealth Management
Boston, Massachusetts, United States, United States
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RJ
Rachel Jackson, Wms™
Colleague at Hoylecohen Wealth Management
Carlsbad, California, United States, United States
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LB
Lorin Bello
Colleague at Hoylecohen Wealth Management
Franklin, Tennessee, United States, United States
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SK
Sofia Khan
Colleague at Hoylecohen Wealth Management
Phoenix, Arizona, United States, United States
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AS
April Schultz, Cfp®
Colleague at Hoylecohen Wealth Management
San Diego, California, United States, United States
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SR
Sheryl Rayner
Colleague at Hoylecohen Wealth Management
Greater Phoenix Area, United States
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JN
Jacqueline Nelson
Colleague at Hoylecohen Wealth Management
San Diego, California, United States, United States
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CE
Chuck Ebersole, Cap®, Aep®
Colleague at Hoylecohen Wealth Management
Greater Sacramento, United States
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CG
Colleen Gepp, Cfp®
Colleague at Hoylecohen Wealth Management
San Diego, California, United States, United States
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Marc Davis, Cfp education
Ba, Economics
Cfp®, Financial Planning
Frequently asked questions about Marc Davis, Cfp
Quick answers generated from the profile data available on this page.
What company does Marc Davis, Cfp work for?
Marc Davis, Cfp works for HoyleCohen Wealth Management.
What is Marc Davis, Cfp's role at HoyleCohen Wealth Management?
Marc Davis, Cfp is listed as Senior Wealth Adviser at HoyleCohen Wealth Management.
What is Marc Davis, Cfp's email address?
AeroLeads has found 1 work email signal at @hoylecohen.com for Marc Davis, Cfp at HoyleCohen Wealth Management.
Where is Marc Davis, Cfp based?
Marc Davis, Cfp is based in San Diego, California, United States while working with HoyleCohen Wealth Management.
What companies has Marc Davis, Cfp worked for?
Marc Davis, Cfp has worked for Hoylecohen Wealth Management, Davis & Seiley Wealth Management, and Metlife Resources.
Who are Marc Davis, Cfp's colleagues at HoyleCohen Wealth Management?
Marc Davis, Cfp's colleagues at HoyleCohen Wealth Management include Elisabeth Cullington, Vanessa Wieliczko, Cfa, Caia, Cfp®, Rachel Jackson, Wms™, Lorin Bello, and Sofia Khan.
How can I contact Marc Davis, Cfp?
You can use AeroLeads to view verified contact signals for Marc Davis, Cfp at HoyleCohen Wealth Management, including work email, phone, and LinkedIn data when available.
What schools did Marc Davis, Cfp attend?
Marc Davis, Cfp holds Ba, Economics from Brigham Young University.
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