Tim Davis, RICP®, CLU®, CEBS

Tim is a Certified Financial Fiduciary®. He has been an insurance advisor for over 30 years, helping people reduce their taxes, provide a stress-free retirement by using an approach based on guarantees. He works with retirees and near-retirees to plan for income during retirement. Integrity has always been a guiding principle for Tim in his personal and business life.

Helping families grow and protect retirement money safely when the stock market rises but will not lose when the market crashes is a primary focus of his practice. Tim is a graduate of the University of Texas at Austin with a BBA in finance.

He also earned the Retirement Income Certified Professional (RICP) and Chartered Life Underwriter (CLU) designations from the American College of Financial Services and the Certified Employee Benefit Specialist (CEBS) certification from the Wharton School of the University of Pennsylvania and the International Foundation of Employee Benefit Plans. He is a member of The Society of Financial Service Professionals and the Katy Area Chamber of Commerce.

(844) 816-7233

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