Davis Wealth Planning


Jeff is a nationally recognized financial advisor & the creator of the Integrated Wealth Management Process. Jeff has been a CFP for over 30 yrs. He built & sold Falcon Financial Mgt in 2019. He is now recreating the best of FFM as Davis Wealth Planning.

Jeff has been active in his communities. He has taken on the opportunity to share his wrestling experience (Jeff is a 4x Masters World Champion) to become a volunteer asst. wrestling at Lower Lake High School. He’s also resumed his radio career as a regular guest on KPFZ’s Earth Wise radio show. Jeff can provide financial advice in all states except Florida. Jeff does not provide any financial services in the state of Florida.

Location: 140 N. Main Street, Lakeport
Phone: 707-972-2664
Email: jeffdavis@thesfa.net
Website: http://SFA.net/