Paul Davis

Paul Davis represents the third generation of the Davis family to serve clients through Davis Financial. A former schoolteacher, Paul brings an educator’s perspective to financial planning, making conversations clear, approachable, and empowering.

He works with families and professionals to create holistic financial plans that align money with what truly matters—values, goals, and dreams. For families, Paul provides guidance on balancing today’s needs with tomorrow’s goals, from saving for college and buying a home to building long-term financial security. For professionals, he offers expertise in equity compensation and sudden wealth planning, helping clients navigate complex situations such as stock options, RSUs, inheritances, or unexpected windfalls with clarity and confidence.

By using interactive planning tools, Paul makes the financial process collaborative and engaging, so clients can actively participate in shaping their financial future. Whether planning for a family’s future, navigating career transitions, or building long-term security, Paul provides guidance that grows with clients—for today and for generations to come.