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2016-07-27T00:00:00.000Z

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Heidi L. Davis

Financial Adviser

American Express Company

HQ Phone: (212) 640-2000

Email: h***@***.com

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American Express Company

200 Vesey Street 50Th Floor

New York, New York 10285

United States

Company Description

American Express: American Express offers merchant financing to small businesses. The service is only available to businesses that accept the American Express card. The financing offered is a commercial loan, not a purchase of receivables or a cash advanc ... more

Find other employees at this company (38,285)

Background Information

Employment History

Executive Vice President

Linscomb & Williams Inc.

Friendswood, Chemicals

Exxon Mobil Corporation

Member, Bellevue Office

Northwest Financial Group LLC

Affiliations

Afinancial Advisor
Columbia Financial Planning , LLC

Member
Financial Planning Association

Financial Advisor and A CERTIFIED FINANCIAL PLANNER™ Professional
NAPFA-Registered Advisor

Board Member
Wesley Community Center , Inc.

Board Member
Alzheimer's Association

Education

Bachelor's Degree

Business Administration

University of Washington

MBA

MBA

Northeastern University

Web References (70 Total References)


Columbia Financial Planning - ...

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Columbia Financial Planning - Heidi Davis, CFP

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Heidi Davis Heidi Davis, CFP®, MBA, is afinancial advisor at Columbia Financial Planning, based in Bellevue, Washington.
Davis has more than 25 years of experience in the financial services industry, including stints at large regional banks. As a former vice president in corporate lending, she consulted with clients to help them efficiently finance their operations. As a financial adviser at American Express Financial Advisers, she developed the skills and knowledge to start her own business. After raising her two daughters, she launched her own business, Columbia Financial Planning, in 2006.
Davis has a different philosophy than most financial planners. She doesn't believe in managing her clients' investments and taking a percentage of their total portfolio as compensation. Furthermore, her philosophy is that all costs should be transparent.
Clients' finances are often extremely complex, so she does a deep dive on financial plans that can take several months to create. She puts a large emphasis on asset allocation and encourages her clients to invest in low-cost index funds.
...
Davis has been married to husband, Rick, for 37 years and has two daughters. She is an avid gardener and enjoys Latin dancing.


About Us

www.columbiafp.com [cached]

Columbia Financial Planning - Heidi Davis, CFP

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Heidi Davis Heidi Davis, CFP®, MBA, is afinancial advisor at Columbia Financial Planning, based in Bellevue, Washington.
Davis has more than 20 years of experience in the financial services industry, including stints at large regional banks. As a former vice president in corporate lending, she consulted with clients to help them efficiently finance their operations. As a financial adviser at American Express Financial Advisers, she developed the skills and knowledge to start her own business. After raising her two daughters, she launched her own business, Columbia Financial Planning, in 2006.
Davis has a different philosophy than most financial planners. She doesn't believe in managing her clients' investments and taking a percentage of their total portfolio as compensation. Furthermore, her philosophy is that all costs should be transparent.
Clients' finances are often extremely complex, so she does a deep dive on financial plans that can take several months to create. She puts a large emphasis on asset allocation and encourages her clients to invest in low-cost index funds.
...
Davis has been married to husband, Rick, for 34 years and has two daughters. She is an avid gardener and enjoys Latin dancing.


Heidi ...

www.feeonlynetwork.com [cached]

Heidi Davis

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Heidi Davis, CFP®, MBA Columbia Financial Planning Fee only Advisor serving clients in the State of Washington Phone: (425) 943-0001 Contact Me
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Heidi Davis is a Bellevue, WA Fee-Only Financial Planner serving Bellevue and all surrounding areas. Columbia Financial Planning, LLC specializes in providing objective financial planning to help clients build, manage, grow, and protect their assets through life's transitions. Heidi Davis is a NAPFA-Registered Financial Advisor and a CERTIFIED FINANCIAL PLANNER™ Professional.
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Heidi Davis is on Twitter
Heidi Davis is on Facebook
Heidi Davis is on LinkedIn
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About Heidi Davis
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Heidi Davis - Links Heidi Davis is a NAPFA-Registered Advisor Heidi Davis is a CFP® Professional Heidi Davis is a Member of The Financial Planning Association Blog - Heidi Davis, Columbia Financial Planning Heidi Davis is Featured on MyFinancialAdvice.com Heidi Davis is Featured on BrightScope
Biography: Heidi Davis, CFP®, MBA, is afinancial advisor at Columbia Financial Planning, based in Bellevue, Washington.
Davis has more than 20 years of experience in the financial services industry, including stints at large regional banks. As a former vice president in corporate lending, she consulted with clients to help them efficiently finance their operations. As a financial adviser at American Express Financial Advisers, she developed the skills and knowledge to start her own business. After raising her two daughters, she launched her own business, Columbia Financial Planning, in 2006.
Davis has a different philosophy than most financial planners. She doesn't believe in managing her clients' investments and taking a percentage of their total portfolio as compensation. Furthermore, her philosophy is that all costs should be transparent.
Clients' finances are often extremely complex, so she does a deep dive on financial plans that can take several months to create. She puts a large emphasis on asset allocation and encourages her clients to invest in low-cost index funds.
...
Heidi Davis - Links Heidi Davis is a NAPFA-Registered Advisor Heidi Davis is a CFP® Professional Heidi Davis is a Member of The Financial Planning Association Blog - Heidi Davis, Columbia Financial Planning Heidi Davis is Featured on MyFinancialAdvice.com Heidi Davis is Featured on BrightScope
About My Firm:
Relax and enjoy life.
When clients come to Heidi Davis, CFP, they are often stressed out, anxious, and looking for hope. "They're busy working and caring for their families, and they don't have time to research the complexities of 401ks, IRAs, stock options, and college savings plans," Davis says.
"Meanwhile, they're concerned they haven't saved enough money for retirement. That's when Davis, who earned her MBA from Northeastern University, teams up with her clients to brainstorm creative ideas based on state-of-the-art financial information.
...
Davis believes that all costs should be transparent. Whether she is recommending investments, guiding you on how to sell stock options, or helping you cost effectively withdraw money in retirement, all costs will be clear from the start.


Northwest Financial Planning

www.northwestfp.com [cached]

Heidi Davis, MBA, Financial AdvisorBellevue Office

Email: heidi@northwestfp.com
With more than 16 years in the financial services industry, Heidi has assisted professionals, executives, individual investors, and small business owners with financial planning opportunities and strategies.Prior to joining Northwest Financial, Heidi was a Financial Advisor at American Express.Services included comprehensive financial and investment plans, cash management, insurance, education funding, taxes, retirement and estate planning.In a relationship manager capacity, Heidi coordinated and offered a variety of advanced financial products designed for her clients by internal and external specialists.
As a Vice President in Corporate Lending at Security Pacific Bank (now Bank of America), Heidi served as the primary relationship officer for several Pacific Northwest organizations.She researched client needs, completed financial analysis, and managed a commercial loan portfolio of over $100 million.
Heidi holds a Bachelor's Degree in Business Administration from the University of Washington, a Master's in Business with an emphasis in Finance from Northeastern University in Boston, and membership in the Financial Planning Association.She has completed the Certified Financial Planner Education Program and the Financial Planner Challenger Review Course through the College for Financial Planning.
Heidi's community and volunteer interests include supporting the Bellevue Schools, her church, neighborhood, youth soccer and United Way.
"I joined Northwest Financial to offer independent financial advice and unique, client-driven, financial solutions.Using fee only compensation with all clients and receiving no incentives from other financial organizations (brokerage, bank, insurance or mutual fund companies), allows planners to offer a higher level of objectivity.Also, since each client's situation is unique, they can benefit from client-driven personalized financial alternatives and recommendations."
Heidi can be reached at 425/943-0001.


Top 10 Things My New Client Has Learned About Financial Planning

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Columbia Financial Planning - Heidi Davis, CFP

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Posted by Heidi Davis | May 16, 2012
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By Heidi Davis, CFP®

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