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

Robert S. Davis, CFP®

Wealth Manager

Financial Compass

7510 Market Place Drive
Eden Prairie, MN 55344
FINANCIAL ADVISOR'S WEBSITE
(952) 921-2121 CONNECT WITH Robert
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General

Robert Davis is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Financial Compass in Eden Prairie, MN and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Insurance Licenses

  • Life insurance: Minnesota
  • Health/disability insurance: Minnesota
  • Variable annuities: Minnesota

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, Charitable & Planned Giving, Asset Allocation, Career Change, Estate Planning, Investment Management, Getting Divorced, Mutual Funds, Identity Theft, Job Loss, Real Estate, Insurance, Retirement, Stocks & Bonds, Life Planning, Long-term Care, Starting a Family, Medical & Health Issues, Sudden Wealth, Men's Finances, Nontraditional Households, Women's Finances

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