Joshua S. Davis,  CFP<sup>&reg;</sup> - Financial Advisor

Joshua S. Davis, CFP®

MBA,

Owner/Financial Planner

Davis Private Wealth, LLC

1035 State Road 7, Suite 315-14
Wellington, FL 33414
FINANCIAL ADVISOR'S WEBSITE
(561) 284-8999 CONNECT WITH Joshua
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General

Joshua Davis is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Davis Private Wealth, LLC in Wellington, FL and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Broker-Dealer Affiliation

None/NA

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Buying a Home, Career Change, Asset Allocation, Estate Planning, Investment Management, Getting Divorced, Mutual Funds, Getting Married, Insurance, Retirement, Stocks & Bonds, Long-term Care, Sudden Wealth, Personal Taxes

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