Jon E. Davis,  CFP<sup>&reg;</sup> - Financial Advisor

Jon E. Davis, CFP®

President

Jon E. Davis, CPA, P.A.

3200 Bailey Lane, Suite 120
Naples, FL 34105
(239) 595-1341

General

Jon Davis is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Jon E. Davis, CPA, P.A. in Naples, FL and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Certified Public Accountant (CPA)

Insurance Licenses

  • Life insurance
  • Health/disability insurance

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Charitable & Planned Giving, Business Taxes, Estate Planning, Employee Benefits, Insurance, Retirement, Long-term Care, Personal Taxes

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Helpful Financial Planning Resources