Financial Planning Consultant
Since Davin’s affiliation with Carey & Hanna in 2007, the firm has flourished. Davin has been recognized by Avantax Investment ServicesSM, one of the largest independent broker-dealers in the country, as a member of the Premier Advisors Forum since 2012 and as a member of the President’s Advisory Council since 2016 – an honor reserved for its top 15 advisors nationwide.
Formally, Davin joined the Avantax team in 2020 as Regional Vice President – Financial Planning Consultant. In this expanded role, he continues to work with clients and guide his local team while working with tax professionals across Southern California to incorporate tax-focused holistic financial planning into their practices.
Davin enjoys complex case design in financial planning. He likes to help clients reduce taxes in concert with stock option and deferred compensation plans, convert accumulated assets into dependable lifetime income streams, and produce wealth and income through real estate assets.
As a child, Davin acted in TV shows, movies, and national commercials. After “retiring” from the red-carpet life, he received parental permission to use some of his earnings to buy and trade stock – at the ripe age of 11.
Davin is a graduate of San Diego State University with a degree in Real Estate Finance where he was a member of the Dean's List and two National Greek Honor Societies: Gamma Sigma Alpha and Order of Omega. Davin knew renting was a poor investment, so after his freshman year at SDSU, put to use his freshly achieved Real Estate Salesperson License to buy the first of many investment properties, which he occupied as a student and rented to others post-graduation. Davin was an active member of the International Jewish Fraternity Alpha Epsilon Pi where he held nearly every executive board position available.
Today, Davin holds a California Real Estate Broker License and various financial services and insurance licenses. He continues to grow professionally and pass on his knowledge to others as a mentor, coach, and public speaker in the financial services industry nationwide.
Davin resides in the North Ranch area of Westlake Village with his wife Lindsay, their son Luke, daughter Arielle, and dog Han Solo. They try to visit their second home in Palm Springs monthly – taking in the extra sunshine and prevalent mid-mod architecture. In his “me time”, Davin enjoys Peloton, yoga, meditation, target shooting, extensive traveling, wine, beer and spirits, track days and driving events (no drinking before driving, obviously!), and of course, movies and television.