Kathleen Davis, CFP
Creative Planning, Inc.
Certified Financial Planner in San Diego, CA
Address:12760 High Bluff Dr Ste 210
San Diego, CA 92130
About Kathleen Davis
Kathleen Davis is a financial professional at Creative Planning, Inc. located in San Diego, California. Kathleen Davis holds an industry securities registration subject to FINRA oversight having passed securities examinations . Financial advisors may be dually registered. In addition to being registered as a Registered Investment Advisor (RIA) licensed to sell insurance, advisors are often referred to as "stock brokers" when they are registered representatives to sell securities through broker dealers.
Professional Profile
Education and Degrees
No education details are currently available for this financial planner.
Languages
Kathleen Davis provides services to clients in the following language(s):
- English
Specialties and Skills:
Contact this financial planner directly to learn more about their skills and specialties, since not all may be listed.
- Financial Planning Services
Industry Specialties
- No Industry Specialties
Contact Information
Address:
Kathleen Davis12760 High Bluff Dr Ste 210
San Diego, CA 92130
Phone Number:
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Website:
http://creativeplanning.com/
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