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Matthew Davis Financial Advisor San
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ABOUT ME

Matthew Deoran Davis, CFP®, APMA®
Financial Advisor, Owner

From having an early interest in finance since college, I started my career with 10 years at Ameriprise Financial. In 2017, I've 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

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Clip from KGX interview on the Joey English show Sept. 23, 2017