Our Mission
A Team Working Towards Your Goals
Wealth Vision Advisors® was created through a collaboration between two highly credentialed financial planners, Joe Davison and Mike Gregg. Joe’s background includes 30 years in the financial services and consulting industry while Mike has 14 years of wealth management experience. Each had already built a portfolio of select clients in San Francisco, San Diego and the Palm Desert area, and by combining their practices they gained the ability to leverage each other’s expertise to offer more comprehensive wealth management and financial planning services.
Joseph D. Davison, CPA, CFP®
Founder, Managing Partner
Phone: (415) 677-9611
Email: joe.davison@wva.llc
Joe's passion for financial planning and helping clients work toward retirement independence has arisen from his extensive experience in the fields of financial services and tax consulting. Joe understands that sound financial decision-making requires objective, customized strategies to help build, preserve and transfer wealth to the next generation.
*Not affiliated with LPL Financial.
Michael A. Gregg, CFP®
Founder, Managing Partner
Phone: (415) 677-9611
Email: mike.gregg@wva.llc
Mike's upbringing in the Midwest instilled in him a deep passion for personal and family financial matters from an early age. Impressively, he began investing independently at just 12 years old. Within a few years, he hired a seasoned stockbroker—50 years his senior—who became both a mentor and a guide, teaching him the principles of building a stock portfolio and managing finances with care and responsibility. These formative experiences naturally paved the way for Mike's career in financial services.
*Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification mark CFP®in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification mark.
Joelle Craker
Client Service Specialist
Phone: (415) 677-9611
Email: joelle.craker@wva.llc
As a Client Service Specialist, Joelle plays a key role in supporting our team, specializing in assisting our advisors with all aspects of client services.
*not registered with LPL Financial