Gary Davis, CFP®
Financial Advisor, CUSO Financial Services, L.P.
Phone: 541.736.7936 (Lane County)
Phone: 800.637.0852 x3491 (Salem and Lloyd District branches)
Securities licensed in Oregon, Washington, California, Colorado and Hawaii.
Gary Davis is a CERTIFIED FINANCIAL PLANNERTM practitioner. He has over twenty years of experience in the securities and insurance industry that began when he graduated from the University of Oregon. Thankfully, many of those years have been spent with First Tech Investment Services.
With his experience of the complex and dynamic PERS system, he has become extremely knowledgeable about the ins and outs of investing for retirement. His breadth of investment knowledge gives him the ability to help members plan for nearly anything. When he’s not helping members think forward, Gary enjoys spending time with his wife of 30 years, and his son who is now off to college.
Qualifications: holds series 7, 63, 65; life and health insurance licensed with variable endorsements. Investments and investment advisory services offered through CUSO Financial Services, L.P. (CFS), an independent broker-dealer and SEC Registered Investment Advisor are Not NCUA/NCUSIF insured, are Not credit union guaranteed and May lose value. First Tech Credit Union is in partnership with CFS. Financial Advisors are employees of First Tech Credit Union and registered through CFS. (Member FINRA/SIPC) CFP® and CERTIFIED FINANCIAL PLANNER ™ are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP® Board ’s initial and ongoing certification requirements.
|
