Brett Davalos

Vice President, Advisor, Partner

San Francisco, California

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Brett Davalos is dedicated to educating clients about their financial options and fostering financial literacy across generations. His goal is to serve as a trusted advisor, helping clients make disciplined and informed decisions to preserve their hard-earned wealth for years to come.
Since 2008, Brett has served as a financial advisor to corporate executives at both public and private companies, specializing in retirement strategies and stock option planning. Brett’s professional journey includes significant roles at Merrill Lynch and Morgan Stanley.
He earned a B.S. in Economics from the University of Arizona in 2006.
Born and raised in the Bay Area, Brett cherishes the outdoor lifestyle, especially skiing and golfing. His interest in the financial markets keeps him intellectually engaged, as he explores the drivers of long-term asset returns.