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Robin Davis

President Message

Hello and welcome to the Foundation for Fiduciary Education. I’m excited to have you here! As an IRS approved, 501(c)(3) NonProfit Organization, our mission is to educate and empower families through comprehensive fiduciary financial education. We are pleased to provide you with financial education and resources you can trust . Taught exclusively by Certified Financial Fiduciaries®. If you have any questions at all, please do not hesitate to contact me. I look forward to helping you in any way I can.

Bio

Robin S. Davis, Wealth Advisor, had been designing financial plans and insurance strategies for her clients since 1984. As the Senior Advisor and owner of Davis Wealth Management Group, she continues to service and advise her existing clients on financial issues flooding the markets as they change over time. The market has become more volatile over the years and requires advisors and clients alike to be more educated on changes in economies domestically and abroad, on tax and estate planning changes, which occur relentlessly often these days. Because is more important than ever to hire and work with the right financial, insurance, tax and estate planning professionals, Robin wrote the book “Who’s Sitting on Your Nest Egg? Why you need a Financial Advisor and ten Easy Tests for finding the Best One!” Robin has been a contributing author for Affluent Magazine and has been a guest on numerous television and radio shows including Oprah and Friends. Robin has held over 500 public seminars on financial issues around the country and continues to be a frequent speaker at different forums today. Robin folds FINRA series 7,6,22,24,26,63 and 65 industry licenses; as well as Life, Health and Variable Insurance licenses.

Professional Experiences

Languages

Groups / Clubs

Area of Expertise

Professional Licenses

Certifications

Certified Financial Fiduciary ®

Education

Instructor Events

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