At Davies Financial Advisors, Inc., we believe that understanding our client's attitudes, goals, and concerns lies at the heart of successful wealth management and exit planning. These considerations take center stage in all of our plan designs.
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President
Andy is president of Davies Financial Advisors, Inc., a full-service, comprehensive financial planning firm specializing in helping business owners and other successful individuals grow and preserve their wealth. Andy identifies and implements strategic solutions that aim to minimize taxes and complexity. He helps clients keep more of what they're earning, conserve and protect their assets, and eventually distribute their assets to whom, when, and how they want.
Andy's accreditations include being a CERTIFIED FINANCIAL PLANNER™ professional, an Accredited Investment Fiduciary® (AIF®) designee, a Certified Estate and Trust Specialist™ (CES), and a Certified Fund Specialist® (CFS®).
He graduated magna cum laude with a double major from Whitworth University, where he started all four seasons in football and ran track and field, earning honors in both sports. Andy and his wife, Shaunie, have three children: their oldest daughter has completed graduate school and is working in the company, their middle daughter is working on her MS in Environmental & Ecological Engineering, and their youngest son is studying aerospace engineering at USC. Andy and his wife are very active in their church. On free days, Andy enjoys golf, waterskiing, and fishing with friends and family throughout the West Coast.
“This award speaks volumes—not only to the caliber of Davies Financial Advisors, but also to the quality of work and personalized attention he puts in to his clients,” said Wayne Bloom, CEO of Commonwealth Financial Network®, Andy Davies' independent RIA–broker/dealer. “Andy is a valued member of Commonwealth, and we are extremely pleased to see him recognized on this scale.”
The 2021 Five Star Wealth Manager program is the largest and most widely published financial services award program in North America. Award candidates are evaluated against 10 objective criteria to determine the Five Star Wealth Managers in more than 45 major markets.
As part of the updated research process for the Five Star Wealth Manager program, firms and peers can nominate award candidates. The 2021 Five Star Wealth Managers do not pay a fee to be included in the research or in the final list of Five Star Wealth Managers.
*Five Star Wealth Manager 2021: Based on 10 objective eligibility and evaluation criteria, including a minimum of 5 years as an active credentialed financial professional, favorable regulatory and complaint history, accepts new clients, client retention rates, client assets administered, education, and professional designations. 3,574 Los Angeles-area wealth managers were considered for the award; 168 (5% of candidates) were named 2021 Five Star Wealth Managers .These awards are not indicative of the wealth managers' future performance. Your experiences may vary. For more information, please visit www.fivestarprofessional.com.
Senior Paraplanner
Justin joined the Davies Financial Advisors team in 2017 as a senior paraplanner assisting with financial plan development and coordination. He facilitates investment research and is an integral part of our retirement plan support team, providing service and support to our hundreds of plan participants. Justin’s diligence and analytical approach significantly contribute to the high level of efficiency at our firm.
Justin graduated from UCLA and has worked in the finance industry for more than 15 years. Having served as a U.S. Marine, Justin brings a focused, disciplined approach to the challenges and opportunities our clients face.
In his free time, Justin enjoys being with his wife and five children, including coaching Little League for his children.
Client Servicing Advisor
Lyndsay's primary role at Davies Financial Advisors is a client servicing advisor. She focuses on clients' investment, tax, retirement, and estate planning needs. She works closely with the team, assisting in creating customized financial plan development and manages all facets of insurance. She is a Financial Paraplanner Qualified Professional® (FPQP®) and a Certified Estate and Trust Specialist™ (CES).
Lyndsay received her bachelor of arts in both communications and piano performance from Grand Canyon University, as well as a Master of Music in Piano Accompanying and Chamber Music at Northern Arizona University. Previously, she worked as an elementary music teacher in two schools. While Lyndsay has a deep background in music, she excels at planning logistics, building relationships, and providing meaningful financial solutions.
When she isn’t in the office, Lyndsay can be found on the lake waterskiing with her family or spending time with friends in Phoenix and Southern California.
Wealth Management Associate
John joined Davies Financial Advisors in 2020 as a wealth management associate assisting with financial plan development and investment research. His skills in financial analysis are a tremendous asset to our team.
John graduated from the University of Hong Kong with a bachelor's degree in economics. After graduating, he worked in Hong Kong and Singapore as an investment banking analyst. His primary focus was Mergers and Acquisitions, assisting business owners and private equity groups on business exits and fundraising. John works closely with entrepreneurs and believes his experience is helpful in providing a custom approach to our clients.
In his free time, John enjoys spending time with family, reading, and playing basketball.
Wealth Management Associate
Glori has over 20 years of experience working in the financial services industry. Prior to joining Davies Financial Advisors as a wealth management associate, she was an associate financial advisor at Ameriprise. She served as a client manager for Optivest Wealth Management and Financial Management Network and was the director of operations for Chamberlain Group and Hollencrest Securities.
Glori is passionate about ensuring that each client receives excellent service and support with high attention to detail. During her span in previous roles, she has developed a multi-faceted skillset that adds value and strength to her role at Davies Financial Advisors.
Glori attended both Cal State Fullerton and USC and obtained a Bachelor of Science in Psychology. She currently holds a Series 7, Series 66 and 63 securities registrations.
Outside the office, Glori can be found spending time with her family and friends and traveling with her husband.
Wealth Management Associate
Ben joined Davies Financial Advisors in November 2022 as a wealth management associate assisting with client relationship services and business operations.
Ben graduated from Pepperdine University in 2022 with a Bachelor of Arts in Business Administration. At Pepperdine, he played four years of Division 1 volleyball and led the team as a captain in 2021 and 2022. His passion lies in using data analytics to help solve complex problems. He developed his client relationship skills through working at Compass Real Estate and coordinating open houses, as well as assisting with daily business operations.
In his free time, Ben enjoys being in nature, playing volleyball and pickleball, working out, and spending time with friends.
Operations and Compliance Coordinator
Jennifer received her Bachelor of Science in Business Management from Cal State San Marcos and earned a graduate level certificate in the Business of Banking from Pacific Coast Banking School. In addition, she received an Executive Leadership Certificate from The Fosters School of Business at the university of Washington. Previously, Jennifer worked in the Community Banking industry for 11 years before transitioning into the insurance industry, and finally landing where her passion is: financial planning. Jennifer understands the importance of teamwork and excels in making sure clients receive outstanding service.
When Jennifer isn’t in the office, she is spending time with family at the river, in the desert, or one of her other favorite places, Disneyland!
Outside Planning Consultant
Jacque LeFore is the founder and CEO of Outsource Financial Planning, LLC. The firm provides financial planning services to a variety of independent advisory practices as well as boutique financial planning practices. Jacque and his team serve as the internal financial planning department for these firms allowing them to employ talented and a knowledgeable financial planning team without having to add members to their fulltime payroll.
In 2003, Jacque opened LeFore Consulting (now known as OutsourceFinancialPlanning) to assist advisors in executing financial plans for their clients. His consulting practice has grown organically as advisors referred his services to one another.
Jacque has an in-depth understanding of the array of insurance products, stock options, and tax in addition to the retirement, education and estate planning included in most financial plans. Jacque executes his analysis via webinars for clients and advisors allowing the advisor to better tailor their deliverables for each client.
Jacque’s free time is spent at his teenage daughter’s cheer competitions, high school sporting events, the gym, and competed at his first sanctioned USA Powerlifting meet in April 2018.
Jacque is a consultant to Davies Financial Advisors, Inc, a Registered Investment Adviser.