Money Matters Episode 168- Financial Planning For Divorce W/ Joseph A. Davis CDFA
Release Date: 07/24/2017
One of the many things that makes divorce such a complicated and notoriously confusing thing is the array of new terms, acronyms, and phrases tossed around throughout the process. Divorce has its own language, and it is important to be able to talk the talk with family lawyers, judges, collaborative divorce professionals, and clients.
Native to Utah, Joe started his career in 2005 with the Retirement Benefits Group of AXA Advisors. After successfully working with the RBG, in 2010, he expanded his practice and formed Davis Financial LLC. In order to further develop his practice; in 2013 he accepted a position as Vice-President of AXA Advisors in Salt Lake City, and later, Regional Vice-President of The Bailey Group.
In November 2015 Joe took his practice independent and affiliated with a new broker/dealer, Securities America & BEAM Asset Management, an Registered Investment Advisor. As an independent firm, Davis Financial is able to access world-class platforms & custodians such as Fidelity, TD Ameritrade & Charles Schwab.
To learn more about Joseph Davis visit:
Personal Finance Cheat Sheet Article:
Financial Advisor Magazine Articles:
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