Andrew Davis, CFP® Seamless Financial Planning

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About Andrew Davis, CFP®

Hi, I’m Andrew Davis, the founder of Seamless Financial Planning. I started Seamless Financial Planning in order to help young dentists achieve their financial dreams. I help dentists who are striving for balance between student loans, purchasing a practice, saving for the future, buying a house and supporting a family.

Together we can bring clarity to your financial life, advise you on how to best position yourself for financial success, and provide you with peace of mind. I am driven to help you find the balance that comes when work is the means to an end, not the goal itself. Dentists are very success-driven individuals, but you probably envisioned a career where your work provides opportunities and flexibility to enjoy your family, your hobbies and your life.

Because dental education doesn’t offer the tools necessary to master personal or professional finance, I will guide you towards financial success.

I help you:
– Identify your goals so you can make them a reality
– Confidently make financial decisions that move you in the right direction
– Stay accountable and keep your goals in sight

I help you attain financial expertise and allow you to achieve your personal and professional goals. Working together you will understand your earning needs while laying the foundation for your personal goals. As your goals are met, you will have the luxury of financial flexibility and the chance to uncover new opportunities for your personal and professional life.

My wife is currently completing a Pediatric Dental Residency, which gives me a unique perspective on the challenges that you are facing as a young dentist. Interviewing and consulting mid-career dentists has shown me the problems facing professionals in this field. So I get what you’re feeling and I know what you’ll be facing.

The constraints that come with student debt, the pressure to start living like a doctor and the desire to focus your attention on starting or building a career are all problems that my wife and I live through day to day. My solid background in financial planning will help you navigate the challenges that lie ahead. Together we will build a plan for those next big choices like buying a practice, or a house, and do it with solid footing for the future.

Before becoming a CERTIFIED FINANCIAL PLANNER™, I worked as a tax accountant. With my tax experience I understand the opportunities dental professionals have to optimize tax planning—an added bonus to you because it’s not a skill set traditionally available with financial planners.

My wife and I have been married since 2010, and added a son to our family in January of 2017. We also have two dogs, and I love going on hikes with them and spending time outdoors.

I value my free time, and I understand how important it is to being happy. I also love traveling and exploring new cultures.

When my wife and I don’t have the time or resources to travel, we enjoy experiencing other cultures through food. Living in Los Angeles has offered us an incredibly diverse selection of food. I am curious and excited to learn about anything new. This follows me into my professional life, where I am always exploring new strategies for my clients.

I want to hear about your concerns and work together to find a solution. The best way to know if I’m the right financial planner for you is to schedule a complimentary 45-minute call! Head over to my website now to find a time that is convenient for you.

 

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Ideal Clients

  • Gen Y/Millennials
  • Medical Professionals
  • Student Loan Debt

Ways Advisor Charges

  • Monthly Fee
  • Quarterly Fee
  • Flat Fee

Fee Options

  • Monthly Fee: $100+/mo
  • Flat Fee: $1,000

SEC Records

States Registered

  • Arizona
  • California

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