Advisor since 2018
LPL Financial Advisor
Advisor since 2018
Robert Davis
LPL Financial Advisor
“From Service to Financial Service”
Navy veteran and corporate IT leader turned advisor. Works with business owners, veterans, and families focused on stewardship and structured planning.
Bellevue, WA · LPL Financial
“Trust isn't given. It's earned through consistent action over time.”
— Robert Davis
Contact Robert
Education
University of Washington
With SC Financial
Since 2018
About Robert
When Robert looks at your financial life, he views each detail as part of the design needed to guide your family in the complexities of retirement. He believes the most important “project” any of us will ever lead is the care of our own loved ones. Good stewardship begins with structured planning and design.
Robert's journey to SC Financial Group almost 10 years ago, took him from the United States Navy to the boardrooms of corporate America, and he brings the same goal oriented energy to your financial life that he used to reach the summit of Mt. Rainier years ago.
When he isn't Cohosting Retirement Freedom radio, or helping families with their legacies, Robert is likely making memories of his own—hiking, fishing, and camping with his wife and children across the beautiful landscapes of Washington, Idaho and Montana.
Areas of Expertise
Who I work with.
Small business owners
Succession planning, key person insurance, SEP/SIMPLE retirement plans, and buy-sell agreement structuring.
Veterans & military families
Robert's military background means he understands the specific financial challenges veterans face -- from VA benefits to career transitions.
Career changers
If you're mid-career and rethinking your path, Robert has lived it. He helps clients navigate the financial side of professional reinvention.
Pre-retirees seeking trust
If you value straight talk from someone with operational experience as well as professional credentials.
Interactive Tools
Try Robert's recommended calculators
Common Questions
Frequently asked about working with Robert
The Navy taught me discipline and accountability. Fifteen years in IT taught me precision and problem-solving. I treat your financial picture with the same rigor I applied to the systems businesses depended on in my prior career.
Business owners, veterans, and families focused on passing resources to the next generation. My approach starts with good stewardship — making the most of what you already have before we talk about what to do next.
Yes. As a Navy veteran myself, I understand VA benefits, military retirement, TSP rollovers, and the financial decisions that come with transitioning from military to civilian life.
A conversation, not a sales pitch. I listen first, ask questions, and only make recommendations once I understand your complete picture. Most people leave the first meeting with clarity they didn’t have before.
Ready to work with Robert?
Schedule a complimentary discovery call to discuss your goals and see if I'm the right fit.
Schedule with RobertCheck the background of this investment professional on FINRA BrokerCheck.
Our advisors are LPL Financial registered representatives and may also act as Investment Adviser Representatives through LPL Financial. Recommendations made in a brokerage capacity are subject to Regulation Best Interest; recommendations made in an advisory capacity are subject to the Investment Advisers Act fiduciary standard. The capacity in which a recommendation is made will be disclosed at the time of the recommendation.