Member Login

THOMAS DAVIS

Finley Davis Financial Group

As a Certified Exit Planning Advisor (CEPA®), Thomas 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=Thomas Davis - CEPA, ChFC - Finley Davis Financial Group - Eugene, Oregon, city=Eugene, display_country=United States, hs_object_source_label=IMPORT, url_slug=thomas-davis, lname=Davis, designations=[CEPA, ChFC], hs_object_source_id=28461106, cepa_attendance_sheet_url=https://exit-planning-institute.org/hubfs/Certificates%20of%20Attendance/CEPA%20JULY%202022/DAVIS-THOMAS-CERTIFICATE%20OF%20ATTENDANCE-CFP-NASBA-CEPAOnline-July-2022.pdf, hs_created_by_user_id=44511833, hs_createdate=1663079394780, cohortium_profile_title=Thomas Davis | Financial Advisor at Finley Davis Financial Group | CEPA Connect Member, state=Oregon, hs_was_imported=true, id=2835819119, designations__text_=CEPA, ChFC, advisor_type=Financial Advisor, custom_page_title=Exit Planning Institute - Find a CEPA | Thomas Davis, email=tj@finleydavis.com, cohortium_meta_description=Connect with Thomas Davis, a specialized Financial Advisor working with Finley Davis Financial Group based in Oregon. Credentials include: CEPA, ChFC., associated_contact_record_id=2122475, website=https://www.finleydavis.com/, cepa_certificate_url=https://exit-planning-institute.org/hubfs/CEPA%20Certificates/CEPA%20JULY%202022/3992_Davis_CEPA-Certificate-2022-July.pdf, is_editable=editable, url_slug_2=thomas-davis, impersonate_user_url=https://exit-planning-institute.org/member-detail/thomas-davis?impersonation=true, full_name=Thomas Davis, hs_lastmodifieddate=1764932305849, phone=(541) 342-2224, company_name=Finley Davis Financial Group, name=Thomas, hs_object_id=2835819119, associated_resources=0, hs_object_source=IMPORT, postal_code=97408, hs_object_source_user_id=44511833, status=Published, hs_updated_by_user_id=49327279}
  • Advisor Type: Financial Advisor
  • Website:
    https://www.finleydavis.com/
  • Phone: (541) 342-2224
  • City: Eugene
  • State: Oregon
  • Postal Code: 97408
  • Country: United States
  • Designations: CEPA, ChFC
  • Markets Served:
  • Company Name: Finley Davis Financial Group