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 role of digital assets in your estate plan: What high-net-worth investors need to know

Estate planning is a critical part of any comprehensive financial plan - but don't forget about your digital legacy when finalizing your plans.

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How to align your investment strategy with your retirement goals

As you approach retirement, your goals require more than just saving. Discover the power of a more tailored investment strategy.

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Tax alpha 101: How high-net-worth investors can boost returns by managing taxes effectively

Learn how striving for 'tax alpha' can help you keep more of your wealth by optimizing tax efficiency over time.

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