J

John Davis CFP's
email & phone

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Current Position:

Director at Baker Tilly US

Experience:

25 years

Location:

Sacramento, California

How to contact John Davis CFP

Last updated:2025-06-26
email**@bakertilly.com
phone+1-***-***-5973
LinkedIn
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Analytics

According to LinkedIn John Davis CFP started working on 2000, then the employee has changed 9 companies and 10 jobs. On average, John Davis CFP works for one company for 1 year 9 months. John Davis CFP has been working as a Director for Baker Tilly US for 92 days. If you are interested in this candidate, contact him directly by using contact details provided by SignalHire.

Work Experience

Director at Baker Tilly US

Jun 2025 - Current

Director at Moss Adams

Jul 2023 - Current

Senior Financial Advisor at Moss Adams

Dec 2018 - Jun 2023

Senior Wealth Advisor at CLA (CliftonLarsonAllen)

Sep 2017 - Nov 2018

Senior Financial Services Representative, Principal Securities Registered Representative at Principal Financial Group

Oct 2014 - Sep 2017

Financial Advisor at Koi Wealth Management

Sep 2012 - Oct 2014

Financial Advisor at VALIC

Oct 2010 - Sep 2012

Divisional Marketing Director at SunAmerica Mutual Funds

Mar 2007 - Apr 2009

External Wholesaler at WM Group of Funds

Jun 2005 - Feb 2007

Senior Internal Wholesaler at WM Group of Funds

Oct 2004 - Jun 2005

Portfolio Trader at London Pacific Advisors

Jan 2003 - Apr 2004

Research Analyst at London Pacific Advisors

Jun 2002 - Jan 2003

Registered Client Associate at Merrill Lynch

Nov 2000 - Apr 2002

Education

Bachelor of Science (BS) at University of California, Davis

Bachelor of Science at University of California, Davis

Current Company Information Baker Tilly US

Name: Baker Tilly US

Speciality: Assurance, Tax, Analytics, Governance, Risk, and Compliance, Government Contracts, Growth Strategies, Human Capital, Litigation Support, Performance Optimization, Recruiting Solutions, Renewable Energy, Technology, Transaction Advisory, Investment Banking

Location: Chicago, IL, United States

Employees: 10000+

Description: Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the worl...

Skills

Variable Annuities, Series 7, Fixed Annuities, Asset Allocation, Financial Analysis, Mutual Funds, IRAs, Retirement Planning, Strategy

Frequently Asked Questions

How long has John Davis CFP been working as a Director?

John Davis CFP's total experience in various companies as a Director 1 year 11 months.

What is John Davis CFP's minimum period of employment in the companies?

John Davis CFP's minimum period of employment in various companies is 7 months.

What is John Davis CFP's average duration of employment for different companies?

On average, John Davis CFP works for one company for 1 year 10 months

What industries has John Davis CFP worked in?

John Davis CFP works in the Accounting. Previously, John Davis CFP worked in the Financial Services, and Investment Management.

What positions has John Davis CFP held before?

Previously, John Davis CFP worked as a Director, and Senior Financial Advisor, and Senior Wealth Advisor, and Senior Financial Services Representative, Principal Securities Registered Representative, and Financial Advisor.

How do I contact John Davis CFP?

John Davis CFP's email address is **@bakertilly.com, phone number is +1-***-***-5973. Sign up to get contact details.

Who is the President/CEO/Director of the Baker Tilly US?

The President/CEO/Director of the Baker Tilly US is Michelle Isenhouer Hanlin

Who are John Davis CFP's peers at other companies?

John Davis CFP's peers at other companies are Eoghan Bees and Pranjal Paraskar and Jessica Bannasch
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