Shawn founded Davis Financial Advisors, after realizing that diversification is very difficult to achieve in an equities only portfolio. His experience led him to the conclusion that diversification is possible if you use traditional investments complimented with investments outside the stock market.
As a financial advisor with fifteen years of experience; Shawn creates personalized investments allocation strategies to help his clients diversify their portfolios in precarious economic times. Shawn sources the finest products to help clients achieve their goals of principle protection and moderate income or growth.
Shawn hosts the radio show, “Uncommon Investments” where his discussion topics range from how to plan for retirement to the basics of alternative investment.
The typical clients of Davis Financial are successful individuals, who having weathered several market crashes, prefer to have a trained, experienced professional coordinate and integrate their investment assets to attain true diversification.
“I know that earning my clients’ trust and exceeding their expectations are essential to building successful relationships,” says Shawn. “My job is to carefully execute the investment strategies of my clients and diligently monitor their investments to help them enjoy the long term-benefits of financial independence.”
Shawn holds a Series 6,63,65,24 and 7 FINRA registrations, as well as a California Insurance License.
Shawn, his wife, Jennifer, and their four boys, Colby, Gavin, Braden, and Madden, make their home in Granite Bay, California. In his leisure time, he enjoys camping, jet skiing and ATV riding with his family.
SVP, Financial Advisor