Financial Planning for Generation X & Y Women
  
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Wi$eUp Experts

Financial experts respond to questions from Gen X'ers registered for the Women's Bureau demonstration project. Representing a broad cross-section of financial expertise from across the United States, these professionals have volunteered their time and knowledge to support the Wi$eUp project.

On this page you'll find information about our Wi$eUp experts. You may also want to check out the Expert Q&A Archive where you will see experts' responses to specific questions.

Notice to our Experts: To update your biography and contact information, please send an email to: wiseupwomen@wiseupwomen.org

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Robin Davis, CFP
Owner
Davis Wealth Enhancement Group

Areas of Expertise:

  • Calculating future needs
  • Financial planning
  • Investing
  • Retirement savings
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Bio:

Robin Davis is a Certified Financial Planner® leveraging 24 years of experience in the business. She is the owner and top advisor of Davis Wealth Enhancement Group in Stuart, FL. She has been advising retirees and those nearing retirement since 1984, helping her clients reach their financial goals. A member of the Financial Planning Association®, Davis had held hundreds of public seminars around the country.

Robin is the author of an award winning book titled, "Who’s Sitting on Your Nest Egg? Why You Need a Financial Advisor and Ten Easy Tests for Finding the Best One", which is endorsed by the Financial Planning Association®. The book reveals the importance of working with a competent, ethical advisor and offers readers 10 easy tests for finding the best financial planner. She hopes to aid investors in discerning between the "salesmen" in the financial industry- those who have dollar signs in their eyes instead of your best interest in mind-and quality financial planners.

Davis is a contributing author for Affluent Magazine and has been a guest on numerous radio shows including Oprah & Friends.

She currently resides near West Palm Beach in Stuart, Fl., with her husband and two children.
 
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