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Monday 9am - 5am Tuesday 9am - 5am Wednesday 9am - 5am Thursday 9am - 5am Friday 9am - 5am

Davis Financial Management

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United States
Santa Clara, CA
Davis Financial Management

Financial planning, investment management, and more.

01/01/2026

A brand new year, a fresh new start,
Clear goals ahead and a steady heart.
With thoughtful plans and guidance true,
Let's plan a roadmap for the vision you pursue.

Here’s to growth, direction, and peace of mind,
A future built with care, intentionally aligned.
Through every season, change, and trend,
We’re here to guide you—now and then.

Happy New Year from all of us at
Davis Financial Management 🎉

11/11/2024

On this Veterans Day, we pause to honor the incredible men and women who have selflessly served our country. Your bravery, sacrifice, and dedication have made our freedoms possible. We are forever grateful for your service and your sacrifice. Thank you to all our veterans—today and every day, we salute you.

05/27/2024

Today, we honor and remember the brave men and women who made the ultimate sacrifice for our freedom. Their courage and sacrifice will never be forgotten. Wishing everyone a meaningful and reflective Memorial Day. 🇺🇸

05/12/2024

Today, we honor the incredible moms who manage both the heart of the home and its finances with grace and wisdom. To all the superhero moms out there, thank you for your endless love and tireless dedication. We're here to support you in securing a bright financial future for you and your family. 💕

11/23/2023

🌟 Thankful for family, friends, and a table overflowing with love and deliciousness! 🦃🍂 This Thanksgiving, let's cherish the memories we create and the bonds that make life truly special. May your hearts be as full as your plates! 🍁🥧 🧡🍽️

06/18/2023

A father is neither an anchor to hold us back, nor a sail to take us there, but a guiding light whose love shows us the way.

Happy to my Dad, and yours.

06/14/2023

Coffee break or sabbatical?

After ten consecutive increases, the Federal Reserved paused rate increases for the first time since March of 2022. Will this be a short little coffee break type of pause, or more of a longer-term sabbatical? My money is on the coffee break. We printed far too much money in the last few years, too much for these ten increases to have a lasting effect on inflation. There’s more up-ticks to come before any sustainable rate down-ticks can take place. Are rate increases the best way to lower inflation? No! What’s the most efficient way to curb inflation? Stop printing dollars and decrease federal spending. Likely to happen? I think not.

04/27/2023

The tax deadline Californians residing in a flood zone has been further extended to October 16, 2023. For more information, see:
https://www.irs.gov/newsroom/irs-may-15-tax-deadline-extended-to-oct-16-for-disaster-area-taxpayers-in-california-alabama-and-georgia

02/06/2023

Experience a job change, or preparing for retirement?
We can help. Talk to us about your retirement savings.

01/20/2023

Tax deadline extended for California storm victims.

https://www.cbsnews.com/essentials/irs-announcement-the-2023-tax-deadline-just-changed-for-most-california-residents-are-you-one-of-them-2023-01-19/

01/02/2023

To all the moments that brought us here and all the cherished memories yet to come.

Happy New Year!

– Davis Financial Management

12/23/2022

Holiday greetings to you and the ones you spend it with!

Happy Holidays,

– Davis Financial Management

Address

2105 S Bascom Avenue Ste. 350
Santa Clara, CA
95008

Opening Hours

Monday	9am - 5am
Tuesday	9am - 5am
Wednesday	9am - 5am
Thursday	9am - 5am
Friday	9am - 5am

Website

https://www.davisfm.com/

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