LEIMERT PARK: THE SOUL OF LOS ANGELES
-
Denise R Davis
- Female
- Beverly Hills, CA
- United States
- Share
- Blog Posts
- Discussions
- Events
- Photos
- Photo Albums
- Videos
Denise R Davis's Page
Latest Activity
SEMINAR at Los Angeles
July 16, 2009 from 6pm to 7pm
Saturday, July 18, 2009 at 10am
5035 W Slauson Ave, L.A., CA 90056
AVOID COSTLY MISTAKES FOR IRA HEIRS, BENEFICIARIES, & IRA OWNERS presented by Dr Denise R Davis,
UNDERSTANDING REVERSE MORTGAGE presented by Dawn Wiley, Bank of America,
I am coming from the Valley and may be late.
Realtist Plus Toastmasters Meeting Tuesday July 7,2009 @ 6PM at Consolidated Realty Board Plaza
July 7, 2009 from 6pm to 8pm
Mtg. Theme: A Life Without Love Is Like A Year Without Summer. We have a great meeting planned for our members & guests. Summer is here and the living is easy - with a little loving help to stay cool. We would love everyone to come join us.
On th...
Profile Information
- Relationship Status
- Married
- Your website or the site of a friend you would like to promote:
- http://www.linkedin.com/in/drddavis
- I'm old enough:
- to remember life before computers.
SUMMARY
It is my mission to help my clients create, accumulate, distribute, and protect wealth during their own life time as well as creating a legacy for future generations.
I specialize in comprehensive financial planning customized to meet the financial goals of each client. Many of my clients are professionals and business owners but I do hold a special place for working with retirees, families, and individuals.
Dr. Denise Ridley Davis was born in Kingston, Jamaica, but grew up in New York City. Before transitioning into Financial Planning, I retired after 20 years as an Obstretrics & Gynecology physician in Los Angeles and Inglewood, California.
All my life my main guiding principle has been to help people improve their lives. "As a physician, I practiced preventive medicine and educated my patents to live a healthy lifestyle. As a financial consultant, I educate my clients to plan for a healthy financial life before and after retirement". It is my goal to develop a lasting relationship as a trusted personal financial consultant for my clients.
My financial services career started with AIG Financial Services.In 2008 I joined the team at Retirement Benefits Consulting in Beverly Hills & Tarzana, CA. My private client practice naturally includes doctors and other health professionals since I am uniquely in tune with the specific needs and opportunities that exist for the medical community.
Licensing:
FINRA - Series 7 - General Securities Representative
FINRA - Series 66 - Uniform Combined State Law
FINRA - Series 63 - Uniform Securities Agent State Law
FINRA - Series 6 - Investment Company Products / Variable
Contracts Representative
California Department of Insurance Life license # 0F14312
Specialties
• Financial & Retirement Planning
• Retirement Solutions for Businesses
•Tax Reduction Strategies
• 401K, IRA, Retirement Plan Rollovers
• College Savings
• Living Trusts
• Annuities
• Life Insurance
• Health Insurance
• Disability Income Insurance
• Long-Term Care
Securities are offered through Gold Coast Securities, Inc., Member FINRA/SIPC. Gold Coast Securities, Inc. and Retirement Benefits Consulting, LLC. are separate and unrelated companies--
Experience
Financial Consultant Retirement Benefits Consulting, LLC
Financial Services industry
August 2008 – Present ( 11 months)
Financial Consultant AIG Financial Advisors, Inc
Financial Services industry
February 2006 – August 2008 (2 years 7 months)
Physician Denise Ridley Davis, MD, Inc.
Financial Services industry
June 1980 – October 2000 (20 years 5 months)
Retired Obstetrician-Gynecologist in private practice 1980 -2000.
Education
New York University BA, chemistry
1968 – 1972
Residency in Obstetrics Gynecology University of Pennsylvania 1977 - 1980
Internship Harbor General Hospital 1976 - 1977
Albert Einstein College of Medicine, Bronx, NY 1972 - 1976
Additional Information
Websites My Company:http://www.linkedin.com/in/drddavis and www.rbcadvisors.com
Interests volunteer work medical organizations, tennis, skiing, bookclub, travel
Personal Information
Phone: 800 361 3160 x701 (Work)
Address: 499 N Canon Drive, 4th Floor
Beverly Hills, CA 90210
Birthday: April 8
Marital status: Married
Interested In consulting offers, reference requests
Comment Wall (1 comment)
- At 2:28am on June 28, 2009,
Mel Taylor said…
- Hello Denise, It is aways a pleasure seeing you. It's OK to come late...Just come!
Mel Taylor, VPPR
Realtist Plus Toastmasters Club 9757
About
Represent Leimert Park
Participate in your community by posting your thoughts, adding a photo or commenting on a blog. Provide an encouraging reply to those who keep you informed and entertained on Leimert Park Beat. And don't forget to invite others to join the conversation.
Latest Activity
Hi,
Your idea for writing article sounds delightful; it’s very much useful for beginners. It provides unique information for basic article writer and I really appreciate what you just shared with us.
Dissertation
Hi,
Fantastic post and wonderful blog, I really like this type of interesting articles keep it up.
Essay Writing
From the Gift Store
Badge
© 2009 Created by enhager on Ning. Create Your Own Social Network
