Davis Blomquist

Financial Advisor

CFP®

Davis Blomquist is a CERTIFIED FINANCIAL PLANNER™ professional and one of the firm’s go-to financial workshop presenters, having hosted both live and virtual financial education events that have been attended by hundreds of people. A key analyst for the firm, he holds a Bachelor of Science degree in Business Administration (Finance concentration) from California State University, Sacramento. Davis, along with his wife, Shannon, enjoy adventures in the Sierra Nevada mountains and share a passion for country music.

Latest Insights


The Emotional Side of Estate Planning: Preparing Your Family for the Future

Planning for your wealth's future involves more than just legal documents—it’s about creating a lasting legacy that your family understands and can …

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The Myth of Market Timing: How Emotional Investing Can Lead to Poor Outcomes

Is your ‘gut’ in charge of making investing decisions for you? Here’s why that’s a bad strategy.

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The Top 6 Tax Planning Mistakes High-Net-Worth Investors Make (And How to Avoid Them)

Explore some of the most common tax planning missteps high-net-worth investors face—and discover strategies for optimizing your wealth.

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