Broker Check

Bob Davis CFP®

“Your Goals Are The Road Maps That Guide You And Show You What Is Possible For Your Life.” – Les Brown

It's More Than A Job...It's A Calling

I came to financial planning after spending several years in the U.S. Peace Corps. I served in Santiago, Dominican Republic as a Small Enterprise Development volunteer then spent several more years as a Volunteer Recruiter for the organization. I lived and experienced a life unimaginable to most Americans. Homes with dirt floors and no electricity … the lack of education or economic opportunities … limited medical services and security nets. But I also witnessed undeniable determination, hope and pure joy for life. My fellow volunteers and I didn’t deliver a handout. Working side by side with individuals and families, we offered the tools and guidance that empowered them to set and achieve goals. My approach to financial planning is much the same.

A career in financial planning, following the Peace Corps, came naturally to me. Making a difference in the lives of people is a calling which I take seriously. I want to make a life-long impact in the live's of my clients by helping them take control of their finances and to educate in a way that they feel confident in their financial decisions. I am a Fiduciary because I strongly believe in the oath I take to put my clients’ interests first. Choosing Fee-Only compensation, I also provide services on an hourly as-needed basis because I think everyone, from all walks of life, deserves objective advice when seeking professional help.

Education And Background

I graduated from Mankato State University with a Bachelor of Science in Business and received a Master’s degree from Michigan State University. I am a CERTIFIEDFINANCIALPLANNER™ practitioner holding Series 7, 63, and 66 NASD investment licenses. Valuing the importance of life-long learning, I continue to participate in multiple professional study programs and advanced courses to keep current in the financial advisory field. I also teach several classes through Community Ed on topics such as Social Security, Cybersecurity, IRA planning and more. Following several years in the Peace Corps, I began my financial planning career at an independent financial advisory firm before striking out on my own. I established Financial Compass in 2005 to provide honest, independent advice that serves the best interests of my clients who come from all walks of life.

On The Personal Side

In spite of a busy professional life, I always find time for my family, contributing to the community and enjoying the outdoors. I have been married to my lovely wife Gigi since 1990 and together we have two children, Bryant and Angie. Coaching soccer, chaperoning field trips, serving as Scout Leader, participating in mission trips and hiking Machu Picchu are just some of the highlights I’ve experienced while raising kind and generous young adults.  I truly enjoy running, hiking and leading an active lifestyle. Each new trail I encounter is a journey with twists and turns, obstacles and splendid possibilities…much like a financial journey.

CFP® and CERTIFIED FINANCIAL PLANNER™ are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements.