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Robin Davis CFP®
Robin Davis Quick Facts
Main Areas: Financial Planning for retirees and those nearing retirementBest Sellers: "Who's Sitting on Your Nest Egg? Why You Need a Financial Advisor and Ten Easy Tests for Finding the Best One
Career Focus: Author, Certified Financial Planner,Speaker, and consumer advocate
Affiliation: Davis Wealth Enhancement Group, Inc.
Robin Davis is a Certified Financial Planner®, leveraging 24 years of experience in the finance industry. She is the owner and senior advisor of Davis Wealth Enhancement Group, Inc. in Stuart, FL. Davis has been advising retirees and those nearing retirement since 1984, helping her clients to reach their financial goals. A member of the Financial Planning Association, Davis has held hundreds of public seminars around the country, on a variety of financial planning topics.
Davis is the author of an award winning book titled, "Who's Sitting on Your Nest Egg? Why You Need a Financial Advisor and Ten Easy Tests for Finding the Best One", which has recently been endorsed by the Financial Planning Association®. The book reveals the importance of working with a competent, ethical advisor and offers readers 10 easy tests for finding the best financial advisor available to them. She hopes to aid investors in discerning between the "salesmen" in the finance industry- those who have dollar signs in their eyes instead of your best interest in mind- and quality financial planners.
Davis' wise financial advice and passion for educating the public on thier finances has landed her in leading publications, and spots on numerous radio shows, including Oprah & Friends.
A contributing author for Affluent Magazine, Davis currently resides near West palm Beach in Stuart, FL., with her husband and two children.
Favorite Quotes & Thoughts from Robin Davis
"Obviously, it's hard to know how much money is enough if we don't even know how much-or how little-we have already"
R. Davis
"In the long run, the planner you choose will likely have as big an impact on your fiscal well being as your doctor has on your physical well-being"
R. Davis
"Finance experts promoting do-it-yourself financial planning are doing the general public a disservice. Many of these personalities propagate the notion that all financial planners are untrustworthy, when in reality, they exist to help the amateur investor achieve financial independence."
R. Davis
Contacting Robin Davis
Robin S. Davis, CFP®
Davis Wealth Enahncement Group, Inc.
1805 S Kanner Hwy. Stuart, FL 34994
P: 772.600.1076
F:772.463.4446
e-mail: rdavis@daviswealth.com
