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Joe Davis

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Joe Davis
Financial Advisor
.
MBA, RICP®, CLTC®, CDFA®, BFA™, CEPA®
3413 56th Street Suite C
Gig Harbor, WA 98335
Divorce Planning
Business Planning
About Joe Davis
About Joe Davis

I have a BS in Material Science Engineering from Washington State University and an MBA from Seattle University. My dad is retired enlisted Air Force and so we struggled to have food on the table sometimes. My parents did their best but I did not want that lifestyle, so I joined the Navy and became a Surface Warfare Officer Nuclear Engineer. I loved helping Sailors with their financial goals as my last position prior to retiring was as the Regional Command Financial Specialist for Everett, Whidbey Island and Naval Base Kitsap, helping Sailors transition from the military. Now I am a Financial Advisor with Thrivent.

20 Years in the Navy and now working for you!
20 Years in the Navy and now working for you!

I have been buying and selling stocks for over 20 years and I love helping small business owners and pre retirees who need some direction. I am an Eagle Scout and a parishioner of St. Nicholas Catholic Church. I am part of the Gig Harbor Chamber of Commerce, Harbor Connectors Pillars Group and the Morning Gig Harbor Rotary Club.

My qualifications
  • Masters of Art, Naval War College
  • Bachelors of Engineering Physics, Washington State University
  • Masters of Finance, Seattle University
  • Bachelors of Engineering Physics, Naval Nuclear Power Training
  • Masters in Business Administration
  • Retirement Income Certified Professional®
  • Certification in Long-Term Care®
  • Certified Divorce Financial Analyst®
  • Behavioral Financial Advisor™
  • Certified Exit Planning Advisor®
  • Series 7 - General Securities Representative
  • Securities Industry Essentials
My state licenses
  • Arizona
  • California(Insurance Lic. #4095022)
  • Florida
  • Georgia
  • Hawaii
  • Indiana
  • Michigan
  • Minnesota
  • Montana
  • New Mexico
  • Oregon
  • Tennessee
  • Texas
  • Virginia
  • Washington

Insights

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Business owners: you're likely overpaying taxes on money you already give away. You’re giving to charity…but getting little to no tax benefit in return. I’m seeing this more and more in 2026. Because of recent tax changes, a lot of personal giving: • Doesn’t move the needle on taxes • Is done with fully taxed dollars Here’s what most people miss: There may be a more efficient way to structure that same giving. Which can mean: • Lower taxable income • Reduced self-employment exposure • Better overall tax positioning Not because of a loophole…but because of how it’s structured. Examples I’m reviewing with clients right now: • Event sponsorships that double as marketing • Revenue-based giving strategies • Community partnerships that drive visibility Same dollars. Different structure. Different outcome. If you’re already giving or planning to this year, this is worth getting right. If you want to see if this could apply to your situation, feel free to message me and we can walk through it. Thrivent and its financial advisors and professionals do not provide legal, accounting, or tax advice. Consult your attorney or tax professional. Disclosures: thrivent.com/social
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Here’s a tax change most business owners haven’t noticed yet... Starting in 2026, many employer-paid meals, coffee, and breakroom snacks are no longer deductible. You can still offer them. But you don’t get the tax break anymore. Not a huge cost on its own, but over time it adds up and can influence decisions around employee perks, culture, and office experience. This is a good reminder that sometimes the biggest financial impacts come from the smallest line items. If you want to discuss, please call me on my direct line at 360-777-6911 or email me at joe.davis@thrivent.com. Thrivent and its financial advisors and professionals do not provide legal, accounting, or tax advice. Consult your attorney or tax professional. Disclosures: thrivent.com/social
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Gig Harbor Library is hosting Joe Davis who works at Thrivent for a Financial Literacy program titled “5 Keys to Retiring Fearlessly” workshop and discover practical strategies to secure your financial future. Build guaranteed income? Protect your savings from market volatility? Safeguard your retirement from life’s “what ifs?” Workshop is 530pm-630pm at the Gig Harbor Library main conference room on 29 April and refreshments will be available. Find out more about Joe Davis at https://connect.thrivent.com › joe-davis. No products will be sold. 27878-8M R9-25
Office location
Gig Harbor Location
3413 56th Street Suite C
Gig Harbor, WA 98335
Phone360-777-6911Hours
M – F: 10 a.m. – 6 p.m.
Licensing is available through your State Insurance Department’s website, which can be located through the National Association of Insurance Commissioners website.

Thrivent and its financial advisors and professionals do not provide legal, accounting or tax advice. Consult your attorney or tax professional.

Thrivent financial advisors and professionals have general knowledge of the Social Security tenets. For complete details on your situation, contact the Social Security Administration.

Thrivent provides advice and guidance through its Financial Planning Framework that generally includes a review and analysis of a client’s financial situation. A client may choose to further their planning engagement with Thrivent through its Dedicated Planning Services (an investment advisory service) that results in written recommendations for a fee.

Designations
For additional information on professional designations and the requirements to earn them, visit https://www.thrivent.com/designations