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

 

​Mail: ​8605 Santa Monica Blvd, pmb 35721

West Hollywood, California 90069-4109 US

info@eurekawealthmanagement.com

(760) 537-0791

©2020 BY EUREKA WEALTH MANAGEMENT.

Eureka Wealth Management is a registered investment adviser in the State of California. The adviser may not transact business in states where it is not appropriately registered, excluded or exempted from registration. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any securities or investment advisory services. Investments involve risk and are not guaranteed. Be sure to consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein.

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