Davis Financial Management Inc. was founded with the goal of assisting our clients in every aspect of their financial lives. We’ve provided the most personal service available, thus earning a reputation for excellence in our industry. We strive to help create financial stability and security for each of our clients.


Investment advisory services offered through PFG Advisors, LLC, a SEC registered investment adviser. Securities offered through United Planners Financial Services, member FINRA/SIPC. Insurance products offered through approved carriers. Davis Financial Management, PFG Advisors, LLC, and United Planners Financial Services are separately owned entities and are not affiliated companies. Curtis D. Davis - CA Insurance Lic. #0B34803.

Davis Financial Management

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