Alison C. Davies,  CFP<sup>&reg;</sup> - Financial Advisor

Alison C. Davies, CFP®

Principal

Fruition Advisors LLC

1159 Keith Avenue
Berkeley, CA 94708
FINANCIAL ADVISOR'S WEBSITE
(510) 507-2220 CONNECT WITH Alison
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General

Alison Davies is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Fruition Advisors LLC in Berkeley, CA and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Broker-Dealer Affiliation

None/NA

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, Charitable & Planned Giving, Buying a Home, Career Change, Asset Allocation, Estate Planning, Investment Management, Employee Benefits, Insurance, Real Estate, Retirement, Starting a Family, Long-term Care, Sudden Wealth, Personal Taxes, Women's Finances

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