David Davis, CRC®, AIF®, is a Jackson-area financial advisor affiliated with Full Circle Financial Planning, a Lansing-based firm. He works with individuals, families, and business owners across Michigan.
David’s approach is straightforward and personal: understand each client’s circumstances, explain the available choices clearly, and develop practical recommendations around their goals. With more than a decade of financial-industry experience, David helps clients address retirement planning, workplace benefits, investment planning, debt priorities, and the financial decisions that accompany life and business transitions.
