Marilou  Davido,  CFP<sup>&reg;</sup> - Financial Advisor

Marilou Davido, CFP®

CPA, CDFA

Shareholder, Vice President

WFA Asset Management Corporation

633 E. Henry Clay Street, PO Box 170020
Whitefish Bay, WI 53217
FINANCIAL ADVISOR'S WEBSITE
(414) 727-8181 CONNECT WITH Marilou
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General

Marilou Davido is a CERTIFIED FINANCIAL PLANNER® professional and member of the Financial Planning Association, serving clients at WFA Asset Management Corporation in Whitefish Bay, WI and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

65

Designations & Certifications

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

Broker-Dealer Affiliation

Charles Schwab Corporation

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Buying a Home, Charitable & Planned Giving, Career Change, Asset Allocation, Estate Planning, Investment Management, Getting Divorced, Getting Married, Job Loss, Life Planning, Retirement, Starting a Family, Sudden Wealth, Personal Taxes

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