Bryan T. Davis, CFP, CLU, ChFC, IRS Enrolled Agent
Director of Advanced Planning
As Director of Advanced Planning with Forest Hills Financial Group (FHFG), Bryan takes pride in being a collaborator, and his mission is to provide the best teaching and case partnering experiences he can deliver to the associates at the firm. A teacher at heart, Bryan enjoys listening to case backgrounds and helping associates and clients solve problems. By providing top notch guidance, our clients are positioned to create and enjoy their best lives.
Bryan graduated from Drexel University in Philadelphia, PA with a Bachelor of Science Degree in Mathematics. He began his professional career working for a pension actuarial firm. Bryan always loved the intersection of mathematics and finance, and his career path was chosen after working 2 years under the mentorship of Sidney Friedman, a Guardian General Agent. Brian learned the vital importance of client relationships, and within eleven months acquired his ChFC and CFP designations. Brian has continued to obtain additional designations to add to his talent stack. In 2009 Bryan started working in Guardian’s Business Resource Center in their home office, and for ten years he provided case consultation and technical research at every opportunity, one of the most fulfilling experiences in his life. Now with FHFG, Brian’s primary role is to help associates provide exceptional guidance and create superior client experiences.
Bryan owns two Harley Davidson motorcycles and loves going for rides with his brother, also a Harley owner. He also enjoys puzzles and is a diehard Philly sports fan. Bryan was born in Philadelphia, raised in East Norriton and now resides in Admore, PA.
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