Cetera Wealth Partners
Robert Davis is a Financial Advisor with Cetera Advisor Networks LLC and has over 20 years of experience in the financial services industry. Robert focuses on Wealth Management and Retirement Planning. His practice is built upon the understanding that each individual has his or her own unique vison of retirement. The result is financial roadmap to retirement that is unique and personal to meet each individual's needs.
Robert holds series 6 ,63, and 65 securities registrations and holds Life, Health, and Variable Annuity Product licenses. He also has the following designations: Chartered Retirement Planning Counselor (CRPC) and Accredited Investment Fiduciary (AIF).
He is dedicated to developing lasting relationships with all his clients. Helping each person become confident in assessing his or her financial goals and participating in the financial management process.
One of the benefits of working with Robert is his ability to provide clear, easily understandable explanations of financial products and services.
The personal program that Robert can provide is a roadmap to working toward a more secure financial future.
As a financial professional, trust and ethics are essential to my business.