Marc Davis

Senior Wealth Adviser at HoyleCohen Wealth Management

Marc Davis, CFP, currently serves as a Senior Wealth Adviser at HoyleCohen Wealth Management since January 2023. Prior to this role, Marc founded and worked as a Partner at Davis & Seiley Wealth Management from January 1994 to January 2023, where comprehensive financial planning and investment management services were provided to individuals, families, and small businesses for 15 years. Earlier in their career, Marc served as a Financial Adviser at Metlife Resources from September 1990 to January 1994. Marc holds a BA in Economics from Brigham Young University and a CFP® designation in Financial Planning from the College for Financial Planning.

Location

San Diego, United States

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HoyleCohen Wealth Management

HoyleCohen is a total wealth management firm committed to helping our clients make the decisions that will guide them toward achieving their goals while sustaining their wealth across generations. We seek to do this by building trusted long-term relationships, designing and implementing wealth solutions, and providing objective advice without conflicts or hidden agendas.


Employees

51-200

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