Tom Davis

VP, Research/Account Coordinator
CA Insurance Lic # 0B342626

Phone: 415.898.4439

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Tom helps refine and maintain Valley Oak’s proprietary investment models. He 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 also believes in Valley Oak’s high level of service and appreciates serving in the Novato community.

Tom Davis is the latest addition to the Valley Oak Team. Tom’s educational background includes a B.A. from California State University Sacramento, and he is FINRA Series 7 and 63 registered, through LPL Financial. Tom also holds a California insurance producer’s license CA Insurance LIC# 0B34626.

Beyond the office, Tom enjoys spending time with his wife and daughter.