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Bryan T.  Davis, CFP, CLU, ChFC, IRS Enrolled Agent

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.


Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. Forest Hills Financial Group is not an affiliate or subsidiary of Guardian. This material is intended for general use. By providing this content The Guardian Life Insurance Company of America, Park Avenue Securities LLC, affiliates and/or subsidiaries, and your financial representative are not undertaking to provide advice or make a recommendation for a specific individual or situation, or to otherwise act in a fiduciary capacity. Guardian, its subsidiaries, agents and employees do not provide tax, legal, or accounting advice. Consult your tax, legal, or accounting professional regarding your individual situation. Links to external sites are provided for your convenience in locating related information and services. Guardian, its subsidiaries, agents and employees expressly disclaim any responsibility for and do not maintain, control, recommend, or endorse third-party sites, organizations, products, or services and make no representation as to the completeness, suitability, or quality thereof.