Matthew Deoran Davis, CFP®, APMA®
Financial Advisor, Owner
From starting my career in finance two decades ago, including 10 years at Ameriprise Financial, I opened my own firm, Eureka Wealth Management, in Palm Springs, also serving Los Angeles, San Francisco, and internationally. I am a CERTIFIED FINANCIAL PLANNER™ and bring to the table extensive investment and financial planning experience. I have a Bachelor of Arts in Economics from San Francisco State University and am an Accredited Portfolio Management Advisor℠. Active in the community, I enjoy hosting seminars on various financial topics in the area which are also streamed live.
CA. Insurance: 0I15221
Clip from KGX interview on the Joey English show Sept. 23, 2017