Marc Davis, Cfp
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Marc Davis, Cfp Email & Phone Number

Senior Wealth Adviser at HoyleCohen Wealth Management
Location: San Diego, California, United States 3 work roles 2 schools
1 work email found @hoylecohen.com LinkedIn matched
✓ Verified May 2026 4 data sources Profile completeness 86%

Contact Signals · 1 work email

Work email m****@hoylecohen.com
LinkedIn Profile matched
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Role
Senior Wealth Adviser
Location
San Diego, California, United States
Company size

Who is Marc Davis, Cfp? Overview

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Quick answer

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.

Company email context

Email format at HoyleCohen Wealth Management

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*@hoylecohen.com
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AeroLeads found 1 current-domain work email signal for Marc Davis, Cfp. Compare company email patterns before reaching out.

Profile bio

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.

Current workplace

Marc Davis, Cfp's current company

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HoyleCohen Wealth Management
Hoylecohen Wealth Management
Senior Wealth Adviser
san diego, california, united states
Website
Employees
38
AeroLeads page
3 roles

Marc Davis, Cfp work experience

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

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

Jan 1994 - Jan 2023

Financial Adviser

Metlife Resources
Sep 1990 - Jan 1994
Team & coworkers

Colleagues at HoyleCohen Wealth Management

Other employees you can reach at hoylecohen.com. View company contacts for 38 employees →

2 education records

Marc Davis, Cfp education

Cfp®, Financial Planning

Completed the certification requirements to become a CERTIFIED FINANCIAL PLANNER (TM) practioner in November 1993.

FAQ

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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