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. We partner with LPL Financial, one of the nation's leading financial services companies, for transaction and research support.
Joseph D. Davison, CPA, CFP®Founder, Managing PartnerCA Insurance License #0E39860
Joe's passion for planning and helping clients work toward retirement independence has arisen from his extensive experience in the financial services and consulting industry. Joe understands that sound financial decision-making...
Mike grew up in the Midwest, and he developed an affinity for personal and family money matters at an early age. In fact, he hired his first stock broker at the age of 12, a gentleman fifty years his senior who mentored Mike throughout...
In her role as Administrative Associate, Joelle provides administrative support to our team and specializes in assisting our advisors with all aspects of professional services to our clients. Joelle has been assisting Financial...