Holly Davis, CFP®, CPA
Holly enjoys working with clients who need to prioritize multiple financial goals such as saving for retirement, purchasing a home, saving for college, and paying off student debt. Holly always takes time to educate her clients about their financial plans so they feel comfortable with the recommendations and are more successful with implementation.
Holly was drawn to financial planning by her desire to have a greater impact on the lives of individuals and families. Her career in finance started in college working for her father – a stock broker in Seattle. After graduation she earned her CPA while working in corporate finance for companies such as PriceWaterhouseCoopers, Washington Mutual, and RealNetworks.
Holly is a CERTIFIED FINANCIAL PLANNER™ professional and Certified Public Accountant with a Bachelor of Business Administration from the University of Washington Foster School of Business. She has spoken at various venues covering financial planning and tax law, including Central Washington University Women in Business Conference (2017), South Lake Union Rotary Meeting (2018), and CPA Tonight Show (2019).
Holly spends as much time as possible in the outdoors with her family, and can often be found skiing or running up (and down) mountains to prepare for ski mountaineering or trail running races. Holly and her family spend weekends either at her childhood home on Pine Lake or skiing at Alpental.
Holly does planning for clients at the Touring and Journey levels.