Coley B. Davis IV
Executive Associate
Coley B. Davis IV has been a valued member of C.B. Financial Insurance Services, Inc. since 2013. He displays superb qualities such as ethics, honor, and integrity, as evidenced by background checks in becoming an Associate with our Broker Dealer; Securities America, Inc.
A graduate from the School of Business at San Diego State University with a Bachelor of Science degree in Financial Services & Planning and a Personal Financial Planning Certificate, he has also obtained his Securities, Insurance, and Unified Combined State Law licenses enabling him to become a full-time Financial Professional.
Coley IV is highly driven by his heart-felt desire to help people. His goal is to help create a personalized financial roadmap which meets and/or exceeds the needs, goals, and expectations of his clients.
As heir-apparent, Coley IV has the honor and unique benefit of being personally groomed by his father, Coley B. Davis III, President and CEO of C.B. Financial Insurance Services, Inc. In the upcoming years, Coley IV will be working toward his goal of carrying on the proud family tradition of excellence in his professional career with C.B. Financial Insurance Services, Inc.
During Coley IV's free time he enjoys attending Horizon Christian Fellowship, a commitment to personal fitness, and spending quality time with family and friends.