Coley B. Davis III

Coley B. Davis III

President & CEO

        Coley B. Davis III graduated from San Diego State University, in 1979, "Summa Cum Laude"- with Distinction and Honors in Criminal Justice Administration.

        Upon Graduation, Coley III began his Law Enforcement Career as an Officer for National City and Head of the “Financial Crimes Unit.”  During his years of service, he received numerous commendations and was awarded the “Medal of Heroism.” He suffered multiple injuries while in the line of duty; thus, after proudly serving the city for 20 years, he honorably retired. 

        Soon after, Coley III decided to pursue his passion for personal finance and started his second career as a Financial Planner. 

        Today, Coley III is the President & CEO of C.B. Financial Insurance Services, Inc. He has earned his Securities, Insurance, Unified Combined State Law, and Mortgage licenses allowing him to become a full-time Financial Professional. Coley III is also a qualified member with the National Ethics Association, the Association of Chartered Senior Financial Planners, the Financial Service Institute, and the Foundation for Financial Education.

        Coley has been a Guest Speaker at local Universities educating students on retirement planning and at numerous financial workshops throughout San Diego. 

        During Coley III's free time he enjoys spending quality time with his wife and a commitment to personal fitness.

Phone (858) 503-2376
Fax (858) 503-2391