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Paul Howard Davis

financial planner

Paul Howard Davis, American financial planner. Certified Financial Planner; enrolled agent; registered investment advisor, agent.

Background

Davis, Paul Howard was born on June 12, 1935 in Chicago, Illinois, United States. Son of Cyril Bernard and Alta May (Morrow) Davis.

Education

Bachelor of Science, Drake University, 1957. Master of Business Administration, Northern Illinois University, 1972.

Career

Cost analyst, General Motors, LaGrange, Illinois, 1960-1965;reinsurance accounting supervisor, Swift & Company, Chicago, 1965-1970;general accountant, Fermi Institute, Batavia, Illinois, 1970-1972;accounting supervisor, Westgate Foods, San Diego, 1972-1974;group finance planner, Solar Turbines, San Diego, 1974-1987;registered representative, Prudential Insurance, LaMesa, California, 1988-1993;registered investment advisor, H.D. Vest, Encinitas, California, since 1993.

Achievements

  • Certified Financial Planner. Enrolled agent; registered investment advisor, agent.

Membership

Member Institute Management Accountants (national director since 1992), International Association Finance Planners, Holland Society New York (West Coast vice president 1976), American Association Retired Persons (legislation director chapter 239, since 1992), Encinitas Chamber of Commerce (ambassador 1994, legislation committee 1994), Sigma Iota Epsilon.

Interests

  • Other Interests

    Avocation: family history.

Connections

Married Rosella Campbell, November 23, 1961. Children: Sarah Jane, Jennifer Anne.

father:
Cyril Bernard Davis

mother:
Alta May (Morrow) Davis

spouse:
Rosella Campbell

children:
Sarah Jane Davis

Jennifer Anne Davis