Contact Info
Retirement Benefits Consulting
Dr. Denise R Davis
18757 Burbank Blvd #127
Tarzana, CA 91356
Phone: 818 668-8444
Contact via Email
Visit our Website
Our Website
Click below to visit our Website
Services
- Financial and Retirement Planning
- Insurance Solutions for Businesses
- Life Insurance
- Disability Insurance
- Tax-Free Income planning
- Long-Term Care Insurance
Fundraisers We Support
- Association of Black Women Physicians
- Various medical missions and charities
Hours of Operation
Call to schedule an appointment.Meetings usually take place at a business or office location convenient to the client.
Evening appointments are available.
About Us
Dr Denise Davis
Financial Consultant
Retirement Benefits Consulting, LLC
It is my mission to help my clients create, accumulate, distribute, and protect wealth during their own life time as well as creating a legacy for future generations.
I specialize in comprehensive financial planning customized to meet the financial goals of each client. Many of my clients are professionals and business owners but I do hold a special place for working with retirees, families, and individuals.
Before transitioning into Financial Planning,
Dr. Denise Ridley Davis retired after 20 years as an Obstretrics & Gynecology physician in Los Angeles and Inglewood, California.
All my life my main guiding principle has been to help people improve their lives. "As a physician, I practiced preventive medicine and educated my patents to live a healthy lifestyle. As a financial consultant, I educate my clients to plan for a healthy financial life before and after retirement". It is my goal to develop a lasting relationship as a trusted personal financial consultant for my clients.
Licensing:
FINRA - Series 7 - General Securities Representative
FINRA - Series 66 - Uniform Combined State Law
FINRA - Series 63 - Uniform Securities Agent State Law
FINRA - Series 6 - Investment Company Products / Variable
Contracts Representative
California Department of Insurance Life license #0F14312.
Securities are offered through Gold Coast Securities, Inc., Member FINRA/SIPC. Gold Coast Securities, Inc. and Retirement Benefits Consulting, LLC. are separate and unrelated companies.
When not working with clients, I am actively involved in church, community, and physicians' organizations. I enjoy travel, tennis, skiing, and reading.
