Davis Wealth Advisors of Raymond James

Santa Barbara, California

Call (805) 730-3350 Visit website →

About

Davis Wealth Advisors of Raymond James, based in Santa Barbara, California, focuses on retirement planning and small business matters. The team holds the CLU (Chartered Life Underwriter) credential. Services include retirement planning consultation. English is spoken.

Specialties

Firm details

Languages
English
SEC registered
No

Professional credentials

CLU

Chartered Life Underwriter

Insurance and risk management expertise, especially life insurance planning

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