Brian Davis, RICP® in

Brian Davis, RICP®

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Financial Advisor at Northwestern Mutual
📍 San Diego, California, United States

Brian Davis is a Financial Advisor at Northwestern Mutual, holding the Retirement Income Certified Professional® (RICP®) designation. He specializes in creating tax-efficient strategies and long-term wealth for successful professionals and families. A graduate of the University of Oregon, he uses his experience as a former business owner to inform his financial guidance.

Brian and his wife, Melissa, are familiar with the balance of managing finances while raising a family. This personal experience fuels his passion for helping other families achieve their goals. Outside of work, he enjoys golfing, traveling with his family, and following University of Oregon athletics.

Before his career in finance, Brian co-founded a company and served as a president for another, giving him unique insight into business owners challenges.

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Experience
22 Years
Current Role
Financial Advisor
Location
San Diego, California, United States
Personality Overview

How Brian shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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Priorities

Topics Brian cares about

Wealth Management
Helps successful professionals and families protect, grow, and preserve their money through comprehensive financial planning.
Retirement Planning
As a Retirement Income Certified Professional®, he focuses on creating durable financial plans to help clients maintain their desired lifestyle in retirement.
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Career

Work history

1-2021
Financial Advisor
Northwestern Mutual
12-2017 - 1-2021
Co-Founder
Mozen
1-2006 - 4-2011
VP of Sales
Havoc Gifts
2006 - 11-2020
President
SD Trading Company
2001 - 2006
Sales Manager
Havoc Publishing
In the press

Media appearances

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Education
2023 - 2024
Education details unavailable
The American College of Financial Services
1993 - 1997
Bachelor of Science - BS
University of Oregon
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

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