(a.k.a. Strategy Whiz)
Brett Davalos has been a financial advisor to corporate executives of public and private companies since 2008. He has worked at Merrill Lynch and Morgan Stanley where he specialized in retirement strategies and stock option planning for high net worth individuals. Brett graduated from the University of Arizona with a B.A. in Economics. He joined Peninsula Wealth in 2012 and is responsible for business development and client services.
Brett is a proud Bay Area native and takes full advantage of the outdoors by skiing in the winter and golfing in the summer. He lives with his wife in San Francisco and during his time off, you can find him working on playing a perfect game of golf.
What makes financial planning exciting for you?
“I find financial markets truly fascinating in how it impacts our clients. I want to be a sounding board for our clients and ultimately help them make sound and disciplined decisions. Our Bay Area clients have worked hard to earn their wealth. It should be theirs for years to come.”
Who do you admire the most?
“My father. He has worked for the same architectural firm for 35 years and I admire him for it. I believe that loyalty and longevity in one place leads to better expertise and better results, especially when one enjoys his work. That’s what I hope to recreate at Peninsula Wealth.”