About Curt

Curt’s focus on helping others came early in his career. Upon securing a B.S. in Business Administration from Bryant University in Rhode Island, Curt began his career over 30 years ago with an established Wall Street firm where he was promoted and served as Assistant Vice President and Branch Manager of the San Jose, California office. During this time, he received his designation as a CERTIFIED FINANCIAL PLANNER® practitioner from the Certified Financial Planner Board of Standards, and earned the CHARTERED FINANCIAL CONSULTANT® designation from the American College’s Huebner School. Desiring a greater emphasis to serve his clients’ personal finances, he made the decision to establish Davis Financial Management in 1999. The focus is on independent thinking and instituting a holistic approach to addressing his clients’ financial needs. Curt has served as an industry consultant to money managers, private equity firms, hedge funds, and software companies. Throughout the year, he conducts seminars for local groups and organizations as a community outreach. On a personal note, Curt enjoys spending time with his family, travel, reading, road cycling, playing the trombone, and being active in church activities. Curt and his family reside in San Jose, California. CA Insurance License #0B34803

Mission City Investment Services

1395 Franklin Street
Santa Clara, CA 95050

P: (408) 244-5818 ext. 150
F: (408) 345-4700