Brett Griffin, CFP®, AAMS®

Brett Griffin, CFP®, AAMS®

Wealth Advisor

Brett's financial career began at Merrill Lynch and Morgan Stanley followed by 18 years at Charles Schwab before joining Davies Financial Advisors in 2024. His client-centered approach sets him apart as a wealth advisor focusing on client needs through financial, retirement, insurance, and investment planning, as well as risk management for high-net-worth clients. He is passionate about providing confidence to our clients as he creates plans that clarify clients' goals, concerns, and priorities.


Brett graduated from the University of San Diego as a collegiate athlete playing football where he received a bachelor's degree in political science. He grew up in Poway and has lived in the Temecula Valley for about 20 years. He and his wonderful wife Erin have been married for more than 20 years and have 3 amazing children.  Brett and his family are involved in their local church volunteering in Children's Ministry and Bible studies throughout the week.  Brett has coached his kids' sports teams, served as an Elder on his church board, and continues to challenge himself through continuing his education. He enjoys spending time with his family and travelling around the country.