Ever since childhood, Coley IV has been captivated by the challenge of solving problems; whether it’s cracking a complex math formula or completing a tricky puzzle. It’s no surprise that he turned this passion for solutions into a career in financial planning, where he helps clients design strategies that solve real-life financial puzzles.
Coley has been a valued member of C.B. Financial Insurance Services, Inc. since 2013. Known for his ethics, integrity, and unwavering professionalism, he became an Associate with Osaic Wealth, Inc., a top tier and respected broker-dealer, after rigorous background checks confirmed his stellar character.
A graduate of the School of Business at San Diego State University with a Bachelor of Science in Financial Services, Coley also completed the Personal Financial Planning Certification, a CFP® Board-registered program. He holds Securities, Insurance, and Unified Combined State Law licenses, making him a fully qualified financial professional ready to serve his clients with confidence and expertise.
Coley is driven by a heartfelt desire to help people, families, and businesses clarify their vision for life and create a personalized financial roadmap to achieve it. His approach goes beyond numbers as he guides clients to align their finances with their life goals, values, and dreams, ensuring they have a clear path toward success and peace of mind.
As heir-apparent at C.B. Financial Insurance Services, Inc., Coley is proud to carry on a family tradition of excellence under the mentorship of his father, Coley B. Davis III, President and CEO. He looks forward to continuing this legacy while innovating and growing in his own professional journey.
Outside of work, Coley enjoys serving and attending at Horizon Christian Fellowship, maintaining his personal fitness, and spending quality time with family and friend; bringing the same energy and dedication to life as he does to financial planning.