Andrew T. Doan, CFP®
Financial Planner
Andrew Doan is the newest advisor at Davis Financial Services, Inc. He believes the most important thing he can do for his clients is to listen to their needs and uncover what it is they want to achieve. He then uses all the information at hand to help the clients make the decision they want to make, while guiding them along the way. Having completed his Series 7, 63, and 65 exams, he has the tools available to fully serve his clients.
Andrew has received the professional designation of CERTIFIED FINANCIAL PLANNER™ certificant. This designation required significant study and the successful completion of a comprehensive qualifying exam.