Joe Davis
MBA, RICP®, CLTC®, CDFA®, BFA™, CEPA
State(s) Licensed: AZ, CA Insurance Lic. #4095022, FL, GA, IN, MI, MN, NM, OR, TX, VA, WA
3413 56th Street Suite C
Gig Harbor, WA 98335
State(s) Licensed: AZ, CA Insurance Lic. #4095022, FL, GA, IN, MI, MN, NM, OR, TX, VA, WA
Proudly serving Bremerton and Gig Harbor for over 20 years.
I enjoy serving clients in the safe and secure natural harbors of Bremerton and Gig Harbor. The unique location of aircraft carriers and submarines and the naval shipyard as well as some of the most gorgeous views in Washington State. Whether you want a quiet lifestyle of gardening which I love or a more active lifestyle of hiking in the mountains its a great place to be! Let me help you with your simple and complicated financial retirement plans.
Let's put your plans in motion
Want to pursue lifelong dreams while supporting people and causes you care about? The right guidance can help you get there. Tell me where you're at today. Driven by your goals and values, I'll draw on my industry expertise to help you map out a path to a more secure financial future.
Together, we can explore how you can:
• Invest with purpose and manage your assets.
• Help protect your financial interests during or after a divorce.
• Help build greater financial security for those you love through
special needs planning.
• Address your advanced estate planning needs.
• Ensure a smooth and fair transition of your business
with business continuation planning.
To learn more about the privacy of your information, visit our Notice at Collection for California Consumers or our privacy policy.
Location
Gig Harbor Office
- Phone:
- 253-576-3400
- Mobile:
- 360-777-6911