Michael Davis, CFP®

Wealth Manager

His goal is not only to help his clients get to retirement, but to them enjoy it as well.

Joined Lido: 2024

Homebase: Chicago, IL

Professional Focus: Feels a deep sense of accomplishment when his recommendations help clients achieve their goals and watch the full life cycle of the strategies used change their lives for the better.

Education: B.S., Finance, San Diego State University

Previous Work Highlights: Began his career at Pure Financial Advisors, where he was a Financial Planning Strategist with a strict focus on comprehensive financial planning.

Personal Facts: When he is not cheering on his Bay Area 49ers, Warriors, and Giants, you can find Michael on the green playing golf, working out, traveling, and playing sports.

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