Robin Davis
CFP®
Free
Personal Finance Expert

Robin Davis Quick Facts
- Main Areas
- Financial Planning for retirees and those nearing retirement
- Best Sellers
- "Who's Sitting on Your Nest Egg? Why You Need a Financial Advisor and Ten Easy Tests for Finding the Best One
- Career Focus
- Author, Certified Financial Planner,Speaker, and consumer advocate
- Affiliation
- Davis Wealth Enhancement Group, Inc.
Robin Davis is a Certified Financial Planner®, leveraging 24 years of experience in the finance industry. She is the owner and senior advisor of Davis Wealth Enhancement Group, Inc. in Stuart, FL. Davis has been advising retirees and those nearing retirement since 1984, helping her clients to reach their financial goals. A member of the Financial Planning Association, Davis has held hundreds of public seminars around the country, on a variety of financial planning topics.
Davis is the author of an award winning book titled, "Who's Sitting on Your Nest Egg? Why You Need a Financial Advisor and Ten Easy Tests for Finding the Best One", which has recently been endorsed by the Financial Planning Association®. The book reveals the importance of working with a competent, ethical advisor and offers readers 10 easy tests for finding the best financial advisor available to them. She hopes to aid investors in disce
ing between the "salesmen" in the finance industry- those who have dollar signs in their eyes instead of your best interest in mind- and quality financial planners.
Davis' wise financial advice and passion for educating the public on thier finances has landed her in leading publications, and spots on numerous radio shows, including Oprah & Friends.
A contributing author for Affluent Magazine, Davis currently resides near West palm Beach in Stuart, FL., with her husband and two children.
Free Articles & Book Excerpts
Articles by this expert
SelfGrowth articles and saved writing connected to this expert.
Article
"Keeping It In The Family" With Family Limited Partnerships
One of the biggest goals of the affluent is to reduce estate taxes as much as possible when passing family assets to the next generation. As of 2007, the Internal Revenue Service (IRS) allows every individual to pass two million dollars as an inheritance to be divided by their children or ...
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Article
The Battle of The IRA's
Whether you should put some of your retirement savings into a traditional Individual Retirement Account (IRA), or a Roth Individual Retirement Account (Roth IRA), could be considered the Eighth Wonder of the World. The rules, just like most aspects of the investment world, are very confusing. ...
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Article
Divestitures, Bankruptcies And Mergers, OH MY!!! Who Do You Trust With Your Money?
Over the last few months, most people were not sure whether their investments would still be with one of the large brokerage houses, or sold at auction to the highest bidder. With Merrill Lynch, Morgan Stanley, Lehman Brothers, AIG, Bank of America, Barclay Bank and Washington Mutual in the ...
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Favorite Quotes & Thoughts from Robin Davis
"Obviously, it's hard to know how much money is enough if we don't even know how much-or how little-we have already"
R. Davis
"In the long run, the planner you choose will likely have as big an impact on your fiscal well being as your doctor has on your physical well-being"
R. Davis
"Finance experts promoting do-it-yourself financial planning are doing the general public a disservice. Many of these personalities propagate the notion that all financial planners are untrustworthy, when in reality, they exist to help the amateur investor achieve financial independence."
R. Davis
Contacting Robin Davis
Robin S. Davis, CFP®
Davis Wealth Enahncement Group, Inc.
1805 S Kanner Hwy. Stuart, FL 34994
P: 772.600.1076
F:772.463.4446
e-mail: rdavis@daviswealth.com
How to get started
To learn more about Robin Davis please visit www.robindaviscfp.com