Marc Davis, Cfp

Marc Davis, Cfp Email and Phone Number

Senior Wealth Adviser @ HoyleCohen Wealth Management
san diego, california, united states
Marc Davis, Cfp's Location
San Diego, California, United States, United States
Marc Davis, Cfp's Contact Details

Marc Davis, Cfp personal email

n/a
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 Details
HoyleCohen Wealth Management

Hoylecohen Wealth Management

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Senior Wealth Adviser
san diego, california, united states
Website:
hoylecohen.com
Employees:
38
Marc Davis, Cfp Work Experience Details
  • Hoylecohen Wealth Management
    Senior Wealth Adviser
    Hoylecohen Wealth Management Jan 2023 - Present
    San Diego, California, United States
    View
  • Davis & Seiley Wealth Management
    Founder And Partner
    Davis & Seiley Wealth Management Jan 1994 - Jan 2023
    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
    View
  • Metlife Resources
    Financial Adviser
    Metlife Resources Sep 1990 - Jan 1994

Marc Davis, Cfp Education Details

Frequently Asked Questions about Marc Davis, Cfp

What company does Marc Davis, Cfp work for?

Marc Davis, Cfp works for Hoylecohen Wealth Management

What is Marc Davis, Cfp's role at the current company?

Marc Davis, Cfp's current role is Senior Wealth Adviser.

What is Marc Davis, Cfp's email address?

Marc Davis, Cfp's email address is jo****@****ley.com

What schools did Marc Davis, Cfp attend?

Marc Davis, Cfp attended Brigham Young University, College For Financial Planning.

What are some of Marc Davis, Cfp's interests?

Marc Davis, Cfp has interest in Politics, Reading, Church, Sports, My Family, History.

Who are Marc Davis, Cfp's colleagues?

Marc Davis, Cfp's colleagues are Tara Alkire, Lorin Bello, Rachel Jackson, Wms™, Laura Decker, Elisabeth Cullington, Laura Lalonde, Bob Carnegie, Cfa, Cepa, Cfp®.

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