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Working With a CFP

While many financial services professionals call themselves “planners,” only a Certified Financial Planner™ professional (CFP®) represents elite levels of competency, ethics and professionalism and are held to the highest standards of education, integrity, objectivity, fairness and confidentiality.

We encourage all of our associates to work toward the CERTIFIED FINANCIAL PLANNER™ designation, which reflects our commitment to competent and ethical financial planning. Only individuals authorized by the CFP Board to call themselves CFP® professionals have completed the established and rigorous education, examination, experience and ethical requirements of the CFP® certification process.

The Davis Financial Group’s founder, Allen Davis, is proud to hold the CFP designation and holds each of the professionals in the firm to the same high standards to which he is held.

Learn more about the advantages of financial planning and working with a Certified Financial Planner™ by visiting

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