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
The further you go in your financial life, the more complex it becomes. That’s why you need a partner who can help you plot a course. Whether you’re accumulating wealth, transitioning into retirement or strengthening your legacy, your financial planner is by your side along the way. From tax planning to estate planning, your planner can also tap into our in-house experts for an extra layer of financial planning insight as well as our client service associates who can provide you with additional resources and support.
Certain services provided on an educational and guidance basis only.
