Meet Tim Davis RICP, CLU, CEBS
Tim has been an insurance advisor for over 30 years, helping clients address financial risks posed by death, disability, and retirement, to provide a stress-free retirement by using an approach based on guarantees.
Integrity has always been a guiding principle for Tim in his personal and business life. Helping families grow and protect retirement money safely when the stock market rises but will not lose when the market crashes is a primary focus of his practice.
Tim and Vivian have lived in the Katy area for over 30 years, together raising their six daughters, all of whom graduated from Katy ISD schools. While enjoying many outdoor activities, his greatest joy is spending time with his growing family, which now includes 15 beautiful grandchildren.
Tim is a graduate of the University of Texas at Austin with a BBA in finance. He also earned the Chartered Life Underwriter (CLU) designation from the American College of Financial Services and the Certified Employee Benefit Specialist (CEBS) certification from the Wharton School of the University of Pennsylvania and the International Foundation of Employee Benefit Plans.
He is a member of The Society of Financial Service Professionals and the Katy Chamber of Commerce.
Learn more about Tim and his no-nonsense approach to Retirement Planning:
Tim Davis, RICP®, CLU®, CEBS
Certified Financial Fiduciary®
Katy TX 77494