Davis Siliga, CFP®
Davis Siliga’s practice can be described with one keyword, collaboration. He believes that the most successful wealth management strategies are built around the client, catering to their specific needs, concerns, and goals. He understands that it is the client who is ultimately in the driver’s seat and his role is to provide the best education, guidance, and framework to help them make the best decisions for their family. After getting to know his clients, he works with them to create a comprehensive, in-depth financial plan. This process is carried out with a focus on educating his clients on:
1) The merits of investing for the long term and understanding market risk
2) Planning for the best- and worst-case scenarios
3) Managing retirement distribution strategies to support clients’ desired lifestyles
Davis will also collaborate with his client’s tax professional, estate attorney, human resources department, etc. to build a truly holistic plan that gives his client’s the best chance of accomplishing their goals. He prides himself in ongoing service and communication with his clients so that their plan is consistently updated to adapt to life’s many transitions.
Davis’ client base primarily consists of small business owners, State of Oregon employees, and healthcare professionals. He is a graduate of the University of Oregon with a Bachelor of Science in Human Physiology. He currently holds the series 6,7, 63 and 66 registrations through LPL Financial.
Born and raised in Southern Oregon, Davis now resides in Beaverton. He enjoys spending time with his family and friends as well as exploring the beautiful Pacific Northwest.