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Al S. Davis

SENIOR FINANCIAL PLANNER / FOUNDER

Professional Designations:  CERTIFIED FINANCIAL PLANNER TM , ENROLLED AGENT (IRS)

Education: B.S. in Business Administration, Appalachian State University; MBA, University of Tennessee

As our Senior Financial Planner, Al provides coordinated financial planning to our clients who own businesses or have other complex needs. He started the company in 2010 out of a desire to provide a more comprehensive and flexible approach to supporting people in achieving their financial dreams. Al is very passionate about financial planning as a tool for people to live a life they love and as a career path for new graduates or career changers. He enjoys presenting and teaching on financial planning topics and connecting with others in the industry. Al's contributions to the industry include prior service as President of the Alliance of Comprehensive Planners and President of the Land of Sky Estate Planning Council. He currently serves as a member of the planning committee for the annual Advanced Planners Retreat. 

Community Involvement

Al has been active in the Asheville community for many years serving on the boards of Asheville Community Theater, UNC Asheville Foundation, and Asheville Parks and Greenways Foundation. He is also a member of the Rotary Club of Asheville and is also a long-time supporter and volunteer with the Asheville Area Chamber of Commerce, United Way of Asheville and Buncombe County, and Big Brothers Big Sisters of WNC. 

Career

Prior to starting his own firm, Al’s career was based in banking. His experience includes work as a business banker, private banking manager, and bank regional director.  

Personal

Al lives in Asheville with his family and enjoys hiking, travelling, reading and spending time with this family.

Learn More About Al

LinkedIn  

NAPFA Profile
Fee Only NetworkAlliance of Comprehensive PlannersNational Association of Tax Professionals