Davis Blomquist
Financial Advisor
CFP®
Davis Blomquist is a CERTIFIED FINANCIAL PLANNER® professional based in Allworth’s Folsom, California, office. A cornerstone of the firm’s financial education efforts, Davis has led numerous in-person and virtual seminars attended by hundreds of individuals. His engaging, informative approach has made him a trusted resource for those seeking clarity and confidence in their financial lives—and has also been a key driver in building many of his lasting client relationships.
In addition to his role as a lead workshop presenter, Davis also serves as a key analyst for the firm. He holds a Bachelor of Science degree in Business Administration with a concentration in Finance from California State University, Sacramento. A lifelong Northern Californian, Davis lives in Granite Bay with his wife, Shannon, and their daughter, Adelyn. Outside of work, he enjoys spending time with his family, coaching his daughter’s sports teams, cycling, playing golf, and pursuing his passion as a car enthusiast.
Over the years, I’ve had the privilege of leading numerous Allworth educational seminars and webinars where I connect with individuals who are looking for guidance as they approach retirement. These sessions are often the first step in building lasting client relationships, and I take pride in making complex financial topics feel approachable and relevant.
That same spirit of guidance carries over into my one-on-one work. I’ve always had a passion for problem-solving, and every client brings a unique set of circumstances—specific goals, financial challenges, family dynamics, and legacy priorities. My role is to help them navigate all of it with insight and steady support. Whether someone is just beginning to think seriously about retirement or already well into it, I focus on building a personalized plan that aligns with their needs and helps them move forward efficiently.
For me, education is one of the most important aspects of financial planning. Because it’s not just about giving answers; it’s about helping people feel confident in the decisions they’re making. I take time to break down complex topics like taxes, distributions, income strategies, and investment risk so my clients feel equipped to make informed, thoughtful choices.
Ultimately, I want every client to feel empowered (not overwhelmed) by their financial future. By providing clarity and consistent collaboration, I aim to be a reliable partner through every stage of their journey.
I love working through complex financial questions, but even more rewarding is seeing a client fully understand their plan and feel at ease about the future.
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