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Matthew Miller Davis

Financial Planning For Generations, Inc.

Encino, CA

CRD 5928051

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Employer firm

Financial Planning For Generations, Inc. CRD 130582

120 advisory clients

Reported services (Item 5G)

  • Financial planning

From the firm’s Form ADV. Read the guides:

Current Employers
Financial Planning For Generations, Inc.

15760 Ventura Blvd Suite 840, Encino, CA 91436 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2011-07-18
  • CA RA
    APPROVED
    Since 2011-07-18

Branch Locations

15760 Ventura Blvd Suite 840, Encino, CA 91436 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Financial Planning For Generations Encino CA 07/2011 Present
  • 07/2011 → Present
    Financial Planning For Generations
    Encino, CA
Other Businesses

Licensed Professional Fiduciary, July 2016 to Present, 5-10 hours per month

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2011-01-12
  • S65 Uniform Investment Adviser Law Examination
    2011-01-12
Designations
  • Certified Financial Planner

View on SEC IAPD

Nearby Firms

GOODSTEIN WEALTH MANAGEMENT LLC
PORTFOLIO DESIGN LABS, LLC
WILLNER & HELLER LLC

Nearby Investors

Yevgeniy Yakovlevi Oktyabrskiy
ALAN RANDALL GOODSTEIN
Jason Terrance Thomas

Nearby Offices

GOODSTEIN WEALTH MANAGEMENT LLC · ENCINO, CA
PORTFOLIO DESIGN LABS, LLC · ENCINO, CA
WILLNER & HELLER LLC · ENCINO, CA

More in Encino, CA

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