who we are

Knowledge is power. It’s also the foundation for intelligent, well-considered decisions. Whether you have retirement in sight or in the distant future, sound decisions are vital in helping you pursue your goals and avoid costly mistakes that can affect your future.

As a financial professional, I am committed to helping people create options to pursue their financial or retirement goals. This translates into building a comprehensive plan based on your unique values, needs and circumstances. The underlying plan leads to an investment strategy that integrates your risk tolerance, time horizon, income needs and goals.

The economic environment always brings challenges. But along with challenges come opportunities and potential rewards. The key is to preclude changing strategy based on short-term market or economic volatility. We help you maintain perspective and stay on track with your long-term strategy. 

I invite you to check out all the material on my website. If something prompts a question, please send me a quick email or call my office. I would enjoy speaking with you.

Joseph Davison, CPA, CFP®

LPL Financial Registered Principal

CA Insurance License #0E39860


Have A Question?

Thank you! Oops!

Recommended Content

Bursting the Bubble

Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?

Four Reasons Millennials Need an Estate Strategy

Estate strategies for millennials may sound like less of a concern than retirement, but young adults should prepare now.

Ready for Retirement?

Are you ready for retirement? Here are five words you should consider.