Davis Gardner, CFP®, CeFT®ASSOCIATE FINANCIAL ADVISOR
Davis Gardner, CFP®, CeFT®
I graduated from Virginia Tech in May 2018 with a Bachelor of Science in Applied Economic Management with a concentration in financial planning, as part of the CFP® education program. I was awarded the CFP® Certification in July 2020, and have obtained the Certified Financial Transitionist® designation in May 2022.
On a Lighter Note:
Why I work for Omega? I knew financial planning would be a great career for me when I saw how impactful the work can be on clients. I believe in Omega’s holistic and comprehensive approach to financial planning. I enjoy the process of getting to know our clients deeply and getting to build a plan that works towards their ideal life. Omega provides me the opportunity to work on a strong, collaborative team.
What I do here at Omega: As an Associate Financial Advisor, my role is to serve as a point-of-contact for clients as part of their advisory team. This includes preparing for client meetings, taking detailed notes, and developing comprehensive financial plans. I also help run Omega’s SmartStart™ program.
Results from Kolbe & StrengthsFinder:
StrengthsFinder: Adaptability, Harmony, Context, Consistency, Developer
Personal Interests & Passions: While away from the office, I enjoy watching sports (especially Virginia Tech football and basketball), exploring the outdoors, golfing, and watching movies.
Fun Fact: I love animals and have two pets – an orange tabby named Nellie, and a puggle named Lucy.