Trent Davidson
CRPC™, CFP®
Here to act in your best interests
About me
I love to work with people to create an action plan to help reach their goals through cash flow analysis, debt payoff strategies and investment management. To better serve my clients, I enjoy spending my personal time learning about various financial topics so that I can be a "one-stop shop" for all things personal finance.
Certifications
Chartered Retirement Planning Counselor™
CERTIFIED FINANCIAL PLANNER™
Education
Bachelor of Science, Business (Entrepreneurship) - California State University, Sacramento
Visit one of our Locations
Phoenix - Virtual Advisors
4742 N. 24th Street
Suite 400
Phoenix, AZ 85016
Working with Us
Certain services provided on an educational and guidance basis only.
