Distance Metro area (25 miles)
- CFA = Chartered Financial Analyst
- CFP = Certified Financial Planner
- ChFC = Chartered Financial Consultant
- CIMA = Certified Investment Management Analyst
- CDFA = Certified Divorce Financial Analyst
- CPA = Certified Public Accountant
- PFS = Personal Financial Specialist
Joshua Davis (CRD# 5548317) is an Investment Advisor Representative working at Davis Private Wealth, LLC in Wellington, FL and has 8 years of experience in the finance industry. Joshua Davis has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination,pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which putclients' interests first and comply with the Financial Planning Practice Standards.
Christina Worley (CRD# 2417412) is the Founder and Managing Member, as well as Investment Advisor Representative at Castle Wealth Management in West Palm Beach, FL and has over 30 years of experience in the finance industry. Christina Worley has taken additional exams to become a Certified Financial Planner (CFP®), a Certified Public Accountant, (CPA) a Personal Financial Specialist (PFS) and in 2015 received her Chartered FInanical Ananlyst Designiation (CFA).