Christopher Davidson Email & Phone Number
Founder @ Proxy Financial
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Christopher Davidson Location
- Walnut Creek, CA, US
Christopher Davidson Work
- 2017 -now Founder @
- 2017 -2018 Financial Planner @ Lincoln Financial Advisors
- 2015 -2017 Investment Specialist @
- 2015 -2017 Financial Services Representative @
- 2008 -2017 Financial Services Representative and Financial Advisor @
- 2008 -2009 Associate @
Christopher Davidson Education
- San Diego State University-California State University
Bachelor of Applied Science (B.A.Sc.), Finance, General (Finance, General)
2003-2007
Christopher Davidson Skills
- Financial Services
- Asset Managment
- Tax Reduction Strategies
- Investments
- Retirement Planning
- Estate Planning
- Holistic Financial Planning
- Licensed Life & Health Insurance Agent
- Independent Investment Consulting
- Trust Planning
- College Funding Strategies
- Wealth Transfer
- Charitable Gift Planning
- Employee Benefit Planning
Christopher Davidson Summary
- Christopher Davidson, based in Walnut Creek, CA, US, is currently a Founder at Proxy Financial. Christopher Davidson brings experience from previous roles at Lincoln Financial Advisors, MetLife, MassMutual and Hudson Wealth Advisors, an Office of MetLife. Christopher Davidson holds a 2003 - 2007 Bachelor of Applied Science (B.A.Sc.), Finance, General in Finance, General @ San Diego State University-California State University. With a robust skill set that includes Financial Services, Asset Managment, Tax Reduction Strategies, Investments, Retirement Planning and more. Christopher Davidson has 2 emails and 3 mobile phone numbers on RocketReach.
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