Tom Davis

Wealth Advisor
CA Insurance Lic # 0B342626

Phone: 415.898.4439

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Tom Davis, Wealth Advisor at Valley Oak Wealth Management has been affiliated with LPL Financial since 2003 and joined our team in 2016, where he began his journey to refine and maintain our proprietary investment models. Prior to working with Valley Oak, Tom was a Registered Representative at an LPL affiliated office in San Francisco for many years.

Tom’s educational background includes a B.A. from California State University Sacramento. He also is FINRA Series 7, 63 and 65 registered, through LPL Financial, as well as a California insurance producer’s license (CA Insurance LIC# 0B34626).

Tom sincerely enjoys his work on behalf of clients, and deeply cares about helping strive toward the financial objectives and retirement goals of each client. He does this using an established process and provides a high level of client service throughout the journey.

Outside the office Tom can be found hiking, fishing and spending quality time with his wife and daughter.