Aldana Financial

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While still working full time in sportfishing Davis earned a Bachelor of Arts, a Master of Business Administration, and the Presidentâ??s List designation from CSU, Long Beach. After earning his MBA, in 2007 Davis began his career as a Financial Advisor and spent 15 years excelling at two of the largest wealth management firms in the country. In 2022 Davis left corporate wealth management to form Aldana Financial. Now Davisâ?? passion is using his natural abilities, the skills he developed, and his personal client service process to build relationships that last multiple generations. Aldana Financial works closely with affluent families and business owners to help grow, preserve, and transfer their wealth to the next generation.