CAPITAL PLANNING CONSULTANTS - Key Persons
James Davis, Sr. is the founder of the firm and has been active as a Financial Management Consultant since 1976. He holds the designations of Chartered Financial Consultant (ChFC), and Chartered Life Underwriter (CLU). Jim also has graduate certificates from the American College, Bryn Mawr, PA in Financial Counseling, Advance Estate Planning, Business Tax Planning, Business Valuation, and Managerial Accounting.
James Davis, Jr. has been with the firm since 1985 and has been active as a Financial Management Consultant since 1982. Jim holds the designation of Chartered Financial Consultant (ChFC), Chartered Advisor for Senior Living (CASL), Registered Financial Consultant (RFC) and Certified Fund Specialist (CFS).