Joseph A. Davis, EA, CDFA™
President of Davis Financial LLC
“I am the owner & founder of Davis Financial LLC – a Fee-Based financial planning firm from Ogden, Utah. Over the last decade my firm has worked exclusively with URS & IHC participants.”
In November 2015, Joe took his practice independent and affiliated with Purshe Kaplan Sterling Investments & BEAM Asset Management, a Registered Investment Advisor. “Our affiliation with BEAM has enabled us to improve our services & access world-class platforms & custodians such as Fidelity, TD Ameritrade & Charles Schwab.”
A lifelong Northern Utah resident, Joe resides in Clinton, along with his beautiful wife and three amazing children.
Licenses and Certifications:
- Enrolled Agent, Admitted to practice before the Internal Revenue Service
- Certified Divorce Financial Analyst (CDFA®)
- Series 7
- Series 66
- Series 24
- Life & Health Insurance Licenses