Andy Davies Location
Murrieta, CA, US
Andy Davies Work
- 2025 - now Managing Director @ Centura Wealth Advisory
- 1999 - now Owner @ Davies Financial Advisors, Inc.
- 1999 - now President @ Davies Financial Advisors, Inc.
Andy Davies Education
- The American College
Certified Financial Planning Program
2004 - 2005 - Whitworth University
Andy Davies Skills
- Wealth Management
- Estate Planning
- Tax
- Financial Advisory
- Retirement Income System
- Investments
- Business Development
- Marketing
- Sales Management
- Customer Service
Andy Davies Summary
Andy Davies, based in Murrieta, CA, US, is currently a Managing Director at Centura Wealth Advisory. Andy Davies brings experience from previous roles at Davies Financial Advisors, Inc.. Andy Davies holds a 2004 - 2005 Certified Financial Planning Program @ The American College. With a robust skill set that includes Wealth Management, Estate Planning, Tax, Financial Advisory, Retirement Income System and more. Andy Davies has 2 emails and 1 mobile phone numbers on RocketReach.
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