Steve Davis CFP
About
Steve Davis CFP is from Mansfield, Massachusetts, United States. Steve works in the following industries: "Financial Services". Steve is currently President, CERTIFIED FINANCIAL PLANNER™ Professional at Davis Financial, located in Mansfield, MA. In Steve's previous role as a Personal Finance Columnist at Patch.com, Steve worked in Mansfield, MA until Dec 2012. Prior to joining Patch.com, Steve was a Vice President, CERTIFIED FINANCIAL PLANNER™ Professional at Conway & Davis and held the position of Vice President, CERTIFIED FINANCIAL PLANNER™ Professional. Prior to that, Steve was a Insurance Agent at Union Central Life Insurance Company from Jan 1990 to Jan 1991. Steve started working as Commercial Loan Officer at Fleet Bank in Jan 1988. From Jan 1987 to Jan 1988, Steve was Commercial Loan Officer at Central Savings Bank. Prior to that, Steve was a Commercial Loan Officer at Bank of New England from Jan 1985 to Jan 1987.
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Steve Davis CFP's current jobs
Davis Financial provides independent investment, insurance and financial guidance. The firm is a third-generation family business owned by Steve Davis, CFP®. Steve's father Bob (retired), Steve, and now his son Paul have been helping clients for more than 30 years and over that time have chosen to partner with LPL Financial, one of the largest independent brokerage firm in the United States* because of its investment in technology, objective research and open-architecture investment platforms -- all of which provide significant benefits to both Steve and his clients. Davis Financial is located in Mansfield, MA * As reported by Financial Planning magazine, based on total revenue.
Steve Davis CFP's past jobs
Wrote a bi-weekly column about personal finance, basic investing and behavioral finance.
Financial guidance to both individual and corporate clients, including portfolio review, insurance analysis, 401k implementation, employee education and retirement plan trustee services.
Life Insurance Sales and Marketing
Asset Based Lending
Small Business Lending
Small Business Lending