SUSAN DAVIS
Davis Financial Partners
As a Certified Exit Planning Advisor (CEPA®), Susan Davis is equipped with the training, skills, and tools needed to strengthen relationships with business owners and serve as their most trusted advisor.
Through the knowledge learned in the credentialing program, CEPAs® holistically plan for an owner’s life outside of their business while successfully building significant value in their organization prior to their exit. Not only will a CEPA® help you effectively transition your business, but will also advise you on personal and personal financial matters.
{custom_meta_description=Susan Davis - - Davis Financial Partners - Overland Park, Kansas, city=Overland Park, display_country=United States, hs_object_source_detail_1=Find a CEPA September 2025 , hs_object_source_label=AUTOMATION_PLATFORM, url_slug=susan-davis, lname=Davis, hs_object_source_id=enrollmentId:1960857128838;actionExecutionIndex:0, cepa_attendance_sheet_url=https://exit-planning-institute.org/hubfs/5_Account%20Management/Certificates%20of%20Attendance/CEPA%20SEPTEMBER%202025/Davis-Susan-CERTIFICATE%20OF%20ATTENDANCE-CFP-NASBA-CEPAOnline-September-2025.pdf, hs_createdate=1759498237673, cohortium_profile_title=Susan Davis | Financial Advisor at Davis Financial Partners | CEPA Connect Member, state=Kansas, id=35890952338, advisor_type=Financial Advisor, custom_page_title=Exit Planning Institute - Find a CEPA | Susan Davis, email=susan.davis@raymondjames.com, cohortium_meta_description=Connect with Susan Davis, a specialized Financial Advisor working with Davis Financial Partners based in Kansas., associated_contact_record_id=73987025189, website=Davis Financial Partners, cepa_certificate_url=https://exit-planning-institute.org/hubfs/5_Account%20Management/CEPA%20Certificates/CEPA%20SEPTEMBER%202025/10104_Davis_CEPA-Certificate-2025-September.pdf, is_editable=editable, url_slug_2=susan-davis, impersonate_user_url=https://exit-planning-institute.org/member-detail/susan-davis?impersonation=true, full_name=Susan Davis, hs_lastmodifieddate=1764932333585, phone=+1 913-593-9160, company_name=Davis Financial Partners, name=Susan, hs_object_id=35890952338, associated_resources=0, hs_object_source=AUTOMATION_PLATFORM, postal_code=66210, status=Published, hs_updated_by_user_id=78050139}
- Advisor Type: Financial Advisor
- Website:
https://Davis Financial Partners - Phone: +1 913-593-9160
- City: Overland Park
- State: Kansas
- Postal Code: 66210
- Country: United States
- Designations:
- Markets Served:
- Company Name: Davis Financial Partners

