Pearson Davis, CFP®

Pearson Davis is a VP - Financial Consultant at Charles Schwab.13 He holds the Certified Financial Planner (CFP®) designation, indicating his expertise in financial planning and wealth management.12

Professional Experience

Pearson Davis recently started his position as VP - Financial Consultant at Charles Schwab in April 2024.3 In this role, he serves as a representative for clients who are not served by a local Schwab branch.1 His responsibilities likely include providing wealth management advice, financial planning, and helping clients achieve their financial goals.

Education and Background

Davis attended Arizona State University's W. P. Carey School of Business.2 While the specific degree is not mentioned, his education at a reputable business school likely provided a strong foundation for his career in finance.

Expertise and Credentials

As a Certified Financial Planner (CFP®), Pearson Davis has demonstrated proficiency in various aspects of financial planning, including:

• Investment management
• Retirement planning
• Tax planning
• Estate planning
• Risk management

Professional Network

Davis has over 500 connections on LinkedIn, suggesting he has built a substantial professional network in the financial services industry.2

Location

Pearson Davis is based in Gilbert, Arizona.24 However, as a representative for clients not served by a local Schwab branch, he may work with clients across a broader geographic area.

While specific details about his career history and achievements are limited in the provided information, Pearson Davis appears to be an experienced financial professional who has recently taken on a leadership role at Charles Schwab.