"Allow yourself to think only those thoughts that match your principles and can bear the bright light of day. Day by day, your choices, your thoughts, your actions fashion the person you become. Your integrity determines your destiny.” - Heraclitus
“The glass is not half full or half empty. It is simply the wrong size." - George Carlin
Mike Davis is a Senior Wealth Advisor at HoyleCohen, LLC and has been with the firm since 2009. Mike also manages his own full-time Actuarial Practice, Michael N. Davis & Associates, Inc. He has been in private practice since 1988 and has over fifteen years of experience in the financial services industry.
With twenty five years in actuarial practice, Mike offers a variety of skills unique to HoyleCohen, LLC. Annually, Mike prepares the actuarial calculations and other third party administration for over 250 qualified retirement plans, including Defined Benefit, Profit Sharing, and 401(k) plans. He is responsible for determining the annual contribution requirements and monitors the plan’s overall funding status. Mike prides himself in being able to help his clients achieve a “big-picture” view from both a retirement and tax standpoint.
Mike teamed up with HoyleCohen, LLC, because he wanted to be able to provide his clients with more asset and wealth management capabilities. HoyleCohen, LLC has made it possible for Mike to expand his practice and his service to clients.
Mike Davis is an Enrolled Actuary and also contains licenses for Series 6, 7, 63, and 65. He is a member of the American Society of Pension Actuaries and a Charter Member of American College of Pension Actuaries.