Kerry L. Davis,  CFP<sup>&reg;</sup> - Financial Advisor

Kerry L. Davis, CFP®

Investment Advisor

Herrmann & Cooke, Inc.

370 Diablo Road, Suite 201
Danville, CA 94507
(925) 963-0088

General

Kerry Davis is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Herrmann & Cooke, Inc. in Danville, CA and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Chartered Financial Analyst (CFA)

Broker-Dealer Disclaimer


Financial Advisor's Specialties

Comprehensive Financial Planning, Attending College, Charitable & Planned Giving, Investment Management, Estate Planning, Employee Benefits, Insurance, Retirement, Stocks & Bonds, Long-term Care

More

Helpful Financial Planning Resources