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Address:

1601 Response Road, Suite 110
Sacramento, CA 95815

Phone:

Rebecca Harper (916) 614-7637
Financial Professional

Terri Davis, CPA (916) 646-8180
Financial Professional

Fax/Other:

(916) 921-2247

Terri L. Davis CPA, Financial Professional

 

TerriDavisHello, and thank you for taking the time to review our website. As a financial professional with a tax background, I work with individuals and business owners to assist them in making tax advantaged financial decisions that fit with their long-term financial plans. I enjoy working with business owners and individuals who want to plan and don’t like surprises when it comes to their finances. Over the years of practice in this industry I’ve seen many changes which have led to new opportunities and pitfalls. Working with clients to help them avoid the pitfalls and take advantage of the opportunities gives me great satisfaction, and provides businesses and individuals like you with strategies for achieving their long term goals.  I have earned the AXA Advisors title of Retirement Planning Specialist, based on my having received a Certificate in Retirement Planning from the Wharton School, University of Pennsylvania. 

If you would like more information for you or your business, please call me and we’ll start the planning process. 

You can contact me at (916) 646-8180 or terridavis@harper-davis.com


Education:
Graduate, California State University, Sacramento
Bachelor of Science Degree: Business Administration, concentration in Accounting

Graduate Studies:

UC Davis
 

Licenses:
Certified Public Accountant - CA State Board of Accountancy
Securities Registration: FINRA Series 7 & 66
State of California Insurance License #0D55218

 

Harper Davis Financial, AXA Advisors and AXA Network do not provide tax or legal advice. Please consult your tax and/or legal advisors regarding your particular circumstances.


Securities offered through AXA Advisors, LLC (NY, NY 212-314-4600), member FINRA, SIPC. Annuity and insurance products offered through AXA Network, LLC, which conducts business in California as AXA Network Insurance Agency of California, LLC.  Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly licensed.

Harper Davis Financial is not owned or operated by AXA Advisors or AXA Network.

 

 

Link to axa-equitable.com

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